+253.8%
INTC vs INTU
+209.8%
+44.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -4.1% | +13.2% | +10.6% |
| 7D | +17.4% | -7.5% | +25.0% | +20.6% |
| 30D | +2.8% | -1.9% | +4.7% | +2.6% |
| 3M | -5.3% | +4.9% | -10.1% | -9.8% |
| 6M | +140.6% | -33.2% | +173.8% | +168.5% |
| YTD | +183.1% | -51.4% | +234.5% | +262.9% |
| 1Y | +326.8% | -52.0% | +378.7% | +448.8% |
| 3Y | +179.4% | -40.7% | +220.1% | +210.2% |
| 5Y | +111.7% | -41.7% | +153.4% | +123.0% |
| 10Y | +253.8% | +211.1% | +42.7% | +42.6% |
| All | +253.8% | +209.8% | +44.0% | +42.6% |
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