+678.2%
GOOG vs INTU
+240.8%
+437.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +1.7% |
| 7D | +1.2% | -3.9% | +5.1% | +2.8% |
| 30D | -16.7% | +12.0% | -28.7% | -21.1% |
| 3M | -15.2% | +2.3% | -17.5% | -17.1% |
| 6M | -24.8% | -12.1% | -12.7% | -23.7% |
| YTD | -7.2% | -47.5% | +40.3% | +18.3% |
| 1Y | -0.1% | -46.9% | +46.8% | +26.2% |
| 3Y | +118.8% | -33.5% | +152.3% | +133.0% |
| 5Y | +99.9% | -41.2% | +141.2% | +118.3% |
| 10Y | +678.2% | +233.5% | +444.7% | +247.1% |
| All | +678.2% | +240.8% | +437.4% | +247.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling