+120.7%
GOOGL vs INTU
-29.7%
+150.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.8% | +4.5% | +1.3% |
| 7D | +1.8% | +0.1% | +1.6% | +1.7% |
| 30D | -18.8% | +15.4% | -34.2% | -20.7% |
| 3M | -20.3% | +6.6% | -26.9% | -21.4% |
| 6M | -28.4% | -11.3% | -17.1% | -27.5% |
| YTD | -8.8% | -47.7% | +38.9% | +5.4% |
| 1Y | +0.3% | -47.0% | +47.3% | +15.3% |
| 3Y | +120.7% | -29.9% | +150.7% | +121.1% |
| All | +120.7% | -29.7% | +150.5% | +121.1% |
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