+165.3%
INTC vs INTU
-37.9%
+203.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.4% | +7.9% | +4.6% |
| 7D | +7.1% | -7.1% | +14.2% | +7.3% |
| 30D | -5.2% | +1.5% | -6.7% | -5.4% |
| 3M | -14.3% | +10.7% | -25.0% | -14.7% |
| 6M | +110.2% | -23.8% | +134.0% | +119.8% |
| YTD | +159.6% | -49.3% | +208.9% | +214.9% |
| 1Y | +289.3% | -49.7% | +338.9% | +372.3% |
| All | +165.3% | -37.9% | +203.2% | +165.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling