+152.6%
GOOGL vs INTU
-38.0%
+190.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.3% | -0.5% |
| 7D | -2.3% | -7.1% | +4.8% | -1.0% |
| 30D | -6.6% | +1.5% | -8.0% | -6.9% |
| 3M | -8.9% | +10.7% | -19.6% | -10.8% |
| 6M | +11.9% | -23.8% | +35.7% | +17.1% |
| YTD | +8.3% | -49.3% | +57.6% | +28.2% |
| 1Y | +46.2% | -49.7% | +95.9% | +72.9% |
| All | +152.6% | -38.0% | +190.7% | +154.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling