+111.9%
INTC vs INTU
+232.2%
-120.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -3.0% | -2.7% |
| 7D | +6.0% | +0.1% | +5.9% | +6.0% |
| 30D | -39.2% | +10.1% | -49.3% | -42.0% |
| 3M | -42.9% | -4.2% | -38.8% | -43.5% |
| 6M | -50.4% | -7.2% | -43.2% | -52.2% |
| YTD | +61.7% | -47.7% | +109.4% | +97.9% |
| 1Y | +66.1% | -46.7% | +112.8% | +100.7% |
| 3Y | +58.1% | -34.1% | +92.2% | +64.8% |
| 5Y | +27.9% | -43.3% | +71.1% | +37.9% |
| All | +111.9% | +232.2% | -120.3% | -18.0% |
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