+750.9%
GOOGL vs INTU
+209.8%
+541.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +1.8% |
| 7D | +1.1% | -7.5% | +8.6% | +4.5% |
| 30D | -4.4% | -1.9% | -2.5% | -4.1% |
| 3M | -6.8% | +4.9% | -11.7% | -10.0% |
| 6M | +13.6% | -33.2% | +46.8% | +30.7% |
| YTD | +8.3% | -51.4% | +59.7% | +44.2% |
| 1Y | +44.9% | -52.0% | +96.9% | +93.3% |
| 3Y | +150.5% | -40.7% | +191.1% | +184.7% |
| 5Y | +137.7% | -41.7% | +179.4% | +160.0% |
| 10Y | +750.9% | +211.1% | +539.8% | +277.4% |
| All | +750.9% | +209.8% | +541.1% | +277.4% |
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