+14,280.4%
INTU vs AA
+280.2%
+14,000.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.1% | -1.3% | -2.9% |
| 7D | -7.1% | -0.7% | -6.4% | -6.9% |
| 30D | +1.5% | +5.0% | -3.5% | 0.0% |
| 3M | +10.7% | -35.8% | +46.5% | +21.1% |
| 6M | -23.8% | -18.4% | -5.4% | -22.5% |
| YTD | -49.3% | -5.5% | -43.8% | -50.7% |
| 1Y | -49.7% | +61.0% | -110.6% | -57.4% |
| 3Y | -38.0% | +66.2% | -104.2% | -51.2% |
| 5Y | -38.7% | +11.4% | -50.1% | -50.4% |
| 10Y | +221.3% | +116.9% | +104.5% | +78.4% |
| All | +14,280.4% | +280.2% | +14,000.3% | +4,790.6% |
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