+1,874.2%
INTU vs A
+546.2%
+1,327.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.7% | -5.5% | -4.4% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +15.4% | +3.4% | +12.1% | +13.8% |
| 3M | +6.6% | +23.8% | -17.2% | -1.9% |
| 6M | -11.3% | +49.0% | -60.3% | -24.4% |
| YTD | -47.7% | +29.4% | -77.1% | -53.3% |
| 1Y | -47.0% | +19.4% | -66.4% | -51.3% |
| 3Y | -29.9% | +66.2% | -96.1% | -44.1% |
| 5Y | -42.2% | +15.8% | -58.0% | -47.2% |
| 10Y | +251.7% | +326.1% | -74.4% | +110.1% |
| All | +1,874.2% | +546.2% | +1,327.9% | +782.5% |
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