+211.1%
INTU vs ADM
+158.6%
+52.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.1% |
| 7D | -7.5% | -0.1% | -7.5% | -7.5% |
| 30D | -1.9% | +11.0% | -13.0% | -4.9% |
| 3M | +4.9% | +6.0% | -1.1% | +2.7% |
| 6M | -33.2% | +26.9% | -60.1% | -38.3% |
| YTD | -51.4% | +50.0% | -101.4% | -57.5% |
| 1Y | -52.0% | +39.6% | -91.6% | -57.2% |
| 3Y | -40.7% | +18.5% | -59.2% | -45.6% |
| 5Y | -41.7% | +62.6% | -104.3% | -55.3% |
| 10Y | +211.1% | +162.4% | +48.7% | +73.9% |
| All | +211.1% | +158.6% | +52.5% | +73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 10y: compounded portfolio wealth divided by compounded ADM 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…
10y analysis · Full analysis span regression · 6 months rolling