-52.0%
INTU vs A
+16.1%
-68.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.7% | -1.5% | -3.6% |
| 7D | -7.5% | -2.1% | -5.5% | -7.2% |
| 30D | -1.9% | +0.6% | -2.5% | -2.1% |
| 3M | +4.9% | +10.9% | -6.0% | +2.9% |
| 6M | -33.2% | +28.2% | -61.4% | -35.9% |
| YTD | -51.4% | +8.6% | -60.0% | -51.1% |
| 1Y | -52.0% | +15.5% | -67.5% | -51.2% |
| All | -52.0% | +16.1% | -68.1% | -51.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling