+3.6%
GOOG vs INTU
-46.5%
+50.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.5% | -0.2% | +3.2% |
| 7D | -10.7% | +8.7% | -19.4% | -10.9% |
| 30D | -16.4% | +25.9% | -42.3% | -17.0% |
| 3M | -23.4% | +10.7% | -34.1% | -23.6% |
| 6M | -24.2% | -11.6% | -12.7% | -23.9% |
| YTD | -8.3% | -45.4% | +37.1% | -4.1% |
| 1Y | +3.6% | -45.2% | +48.8% | +8.7% |
| All | +3.6% | -46.5% | +50.1% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded INTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling