+37.2%
GOOG vs INTU
-52.6%
+89.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -2.0% |
| 7D | -1.6% | -8.5% | +6.9% | -1.3% |
| 30D | -7.7% | -6.1% | -1.5% | -7.5% |
| 3M | -9.3% | +7.3% | -16.6% | -9.3% |
| 6M | +7.4% | -33.2% | +40.7% | +9.7% |
| YTD | +4.9% | -52.2% | +57.0% | +11.5% |
| 1Y | +37.2% | -52.7% | +89.9% | +44.9% |
| All | +37.2% | -52.6% | +89.8% | +44.9% |
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