+326.8%
INTC vs INTU
-52.3%
+379.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -4.1% | +13.2% | +7.7% |
| 7D | +17.4% | -7.5% | +25.0% | +14.8% |
| 30D | +2.8% | -1.9% | +4.7% | +2.6% |
| 3M | -5.3% | +4.9% | -10.1% | -1.1% |
| 6M | +140.6% | -33.2% | +173.8% | +135.0% |
| YTD | +183.1% | -51.4% | +234.5% | +172.2% |
| 1Y | +326.8% | -52.0% | +378.7% | +319.2% |
| All | +326.8% | -52.3% | +379.1% | +319.2% |
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