+772.7%
GOOG vs INTU
+209.2%
+563.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -1.4% |
| 7D | -1.6% | -8.5% | +6.9% | +2.2% |
| 30D | -7.7% | -6.1% | -1.5% | -5.5% |
| 3M | -9.3% | +7.3% | -16.6% | -13.3% |
| 6M | +7.4% | -33.2% | +40.7% | +23.5% |
| YTD | +4.9% | -52.2% | +57.0% | +40.4% |
| 1Y | +37.2% | -52.7% | +89.9% | +83.9% |
| 3Y | +141.6% | -41.6% | +183.2% | +176.2% |
| 5Y | +128.8% | -42.6% | +171.4% | +151.9% |
| 10Y | +772.7% | +211.0% | +561.7% | +290.1% |
| All | +772.7% | +209.2% | +563.6% | +290.1% |
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