+1,814.4%
INTU vs A
+457.0%
+1,357.3%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.6% | -4.0% | -3.6% |
| 7D | -7.1% | -1.9% | -5.1% | -6.4% |
| 30D | +1.5% | +6.9% | -5.5% | -1.0% |
| 3M | +10.7% | +9.2% | +1.4% | +6.9% |
| 6M | -23.8% | +25.7% | -49.5% | -30.8% |
| YTD | -49.3% | +11.5% | -60.8% | -52.0% |
| 1Y | -49.7% | +18.4% | -68.0% | -53.5% |
| 3Y | -38.0% | +26.6% | -64.6% | -45.2% |
| 5Y | -38.7% | -12.8% | -25.9% | -37.8% |
| 10Y | +221.3% | +247.2% | -25.8% | +107.1% |
| All | +1,814.4% | +457.0% | +1,357.3% | +808.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling