+41.4%
GS vs INTU
-49.4%
+90.8%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.4% | -0.2% |
| 7D | +0.9% | -7.1% | +8.0% | +0.4% |
| 30D | -1.6% | +1.5% | -3.0% | -1.4% |
| 3M | -4.5% | +10.7% | -15.1% | -3.2% |
| 6M | +20.9% | -23.8% | +44.7% | +22.1% |
| YTD | +19.9% | -49.3% | +69.2% | +25.4% |
| 1Y | +41.4% | -49.7% | +91.1% | +47.9% |
| All | +41.4% | -49.4% | +90.8% | +47.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling