+686.6%
GOOGL vs INTU
+233.1%
+453.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +1.8% |
| 7D | +1.6% | -3.9% | +5.5% | +3.2% |
| 30D | -16.8% | +12.0% | -28.8% | -21.3% |
| 3M | -14.6% | +2.3% | -16.9% | -16.5% |
| 6M | -24.4% | -12.1% | -12.3% | -23.3% |
| YTD | -6.1% | -47.5% | +41.5% | +19.9% |
| 1Y | +1.0% | -46.9% | +47.9% | +27.7% |
| 3Y | +123.4% | -33.5% | +156.9% | +138.1% |
| 5Y | +103.2% | -41.2% | +144.5% | +122.0% |
| All | +686.6% | +233.1% | +453.5% | +253.5% |
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