+2,789.9%
INTC vs INTU
+16,857.6%
-14,067.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.4% | +5.8% |
| 7D | -1.0% | -3.9% | +2.9% | 0.0% |
| 30D | -43.3% | +11.7% | -55.0% | -45.8% |
| 3M | -41.6% | +4.5% | -46.1% | -43.7% |
| 6M | -52.5% | -13.9% | -38.6% | -53.0% |
| YTD | +60.9% | -48.2% | +109.1% | +81.8% |
| 1Y | +55.7% | -47.1% | +102.8% | +74.5% |
| 3Y | +59.2% | -32.5% | +91.7% | +63.4% |
| 5Y | +25.0% | -42.6% | +67.6% | +32.1% |
| 10Y | +109.3% | +235.3% | -126.0% | +28.8% |
| All | +2,789.9% | +16,857.6% | -14,067.6% | +480.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling