+144.8%
IBM vs INTU
+230.7%
-85.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.2% |
| 7D | -0.3% | -4.1% | +3.8% | +0.9% |
| 30D | +6.8% | +12.8% | -6.1% | +2.8% |
| 3M | +4.4% | +2.1% | +2.3% | +3.2% |
| 6M | +13.2% | -11.5% | +24.7% | +14.5% |
| YTD | -15.1% | -47.9% | +32.8% | -0.2% |
| 1Y | -20.2% | -47.7% | +27.5% | -6.4% |
| 3Y | +79.3% | -34.0% | +113.3% | +92.5% |
| 5Y | +147.5% | -43.5% | +191.0% | +170.0% |
| All | +144.8% | +230.7% | -85.9% | +34.8% |
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