+133.7%
GOOG vs INTU
-40.9%
+174.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.2% | +1.5% |
| 7D | +1.1% | -7.5% | +8.6% | +3.8% |
| 30D | -5.1% | -1.9% | -3.1% | -4.8% |
| 3M | -7.1% | +4.9% | -11.9% | -9.6% |
| 6M | +12.7% | -33.2% | +45.9% | +27.6% |
| YTD | +7.1% | -51.4% | +58.5% | +38.8% |
| 1Y | +43.6% | -52.0% | +95.6% | +86.4% |
| 3Y | +146.8% | -40.7% | +187.4% | +174.1% |
| 5Y | +133.7% | -41.7% | +175.4% | +141.7% |
| All | +133.7% | -40.9% | +174.6% | +141.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling