+217.8%
INTU vs A
+256.4%
-38.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.7% | +0.2% | +1.3% |
| 7D | -3.3% | -2.6% | -0.7% | -1.8% |
| 30D | -3.9% | -0.9% | -3.0% | -3.5% |
| 3M | +16.6% | +13.6% | +3.0% | +7.7% |
| 6M | -26.4% | +27.8% | -54.3% | -37.8% |
| YTD | -51.0% | +8.6% | -59.6% | -54.4% |
| 1Y | -50.8% | +16.9% | -67.6% | -56.7% |
| 3Y | -40.1% | +32.9% | -73.0% | -54.5% |
| 5Y | -41.2% | -14.1% | -27.1% | -39.9% |
| All | +217.8% | +256.4% | -38.7% | +46.6% |
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