+17.7%
INTC vs INTU
-42.6%
+60.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -3.8% | +11.5% | +8.4% |
| 7D | -14.4% | +0.1% | -14.5% | -14.6% |
| 30D | -50.2% | +15.4% | -65.7% | -52.0% |
| 3M | -43.6% | +6.6% | -50.2% | -45.2% |
| 6M | -50.2% | -11.3% | -38.9% | -50.1% |
| YTD | +52.5% | -47.7% | +100.2% | +84.2% |
| 1Y | +51.1% | -47.0% | +98.1% | +81.0% |
| 3Y | +50.3% | -29.9% | +80.2% | +53.1% |
| All | +17.7% | -42.6% | +60.3% | +17.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling