+65.0%
INTC vs INTU
-47.0%
+111.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.6% | +6.9% | +7.8% |
| 7D | +7.3% | -3.9% | +11.2% | +5.5% |
| 30D | -38.3% | +12.0% | -50.3% | -34.7% |
| 3M | -36.0% | +2.3% | -38.4% | -33.9% |
| 6M | -51.7% | -12.1% | -39.6% | -49.3% |
| YTD | +69.4% | -47.5% | +116.9% | +51.3% |
| All | +65.0% | -47.0% | +111.9% | +47.3% |
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