+236.7%
INTU vs A
+302.9%
-66.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.1% |
| 7D | +0.1% | -0.5% | +0.5% | +0.2% |
| 30D | +10.1% | 0.0% | +10.1% | +9.5% |
| 3M | -4.2% | +16.7% | -20.9% | -13.5% |
| 6M | -7.2% | +54.8% | -62.1% | -30.4% |
| YTD | -47.7% | +28.8% | -76.5% | -56.5% |
| 1Y | -46.7% | +19.3% | -66.0% | -53.5% |
| 3Y | -34.1% | +65.5% | -99.6% | -56.6% |
| 5Y | -43.3% | +12.1% | -55.3% | -51.3% |
| All | +236.7% | +302.9% | -66.1% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling