+93.9%
INTC vs INTU
-38.8%
+132.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.4% | +7.9% | +5.3% |
| 7D | +7.1% | -7.1% | +14.2% | +8.8% |
| 30D | -5.2% | +1.5% | -6.7% | -5.9% |
| 3M | -14.3% | +10.7% | -25.0% | -17.5% |
| 6M | +110.2% | -23.8% | +134.0% | +120.1% |
| YTD | +159.6% | -49.3% | +208.9% | +217.5% |
| 1Y | +289.3% | -49.7% | +338.9% | +376.4% |
| 3Y | +166.1% | -38.0% | +204.1% | +187.8% |
| All | +93.9% | -38.8% | +132.7% | +94.6% |
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