+14,729.7%
INTU vs AA
+201.6%
+14,528.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.9% | -6.7% | -4.4% |
| 7D | +0.1% | +0.9% | -0.8% | -0.1% |
| 30D | +15.4% | -6.7% | +22.1% | +16.9% |
| 3M | +6.6% | -16.3% | +22.9% | +10.1% |
| 6M | -11.3% | -37.1% | +25.8% | -3.7% |
| YTD | -47.7% | -25.0% | -22.7% | -46.6% |
| 1Y | -47.0% | +8.6% | -55.6% | -50.7% |
| 3Y | -29.9% | +57.2% | -87.2% | -44.3% |
| 5Y | -42.2% | -13.0% | -29.2% | -50.2% |
| 10Y | +251.7% | +65.5% | +186.1% | +108.1% |
| All | +14,729.7% | +201.6% | +14,528.1% | +5,193.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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