-52.0%
INTU vs ADM
+38.4%
-90.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.2% |
| 7D | -7.5% | -0.1% | -7.5% | -7.5% |
| 30D | -1.9% | +11.0% | -13.0% | -0.4% |
| 3M | +4.9% | +6.0% | -1.1% | +5.6% |
| 6M | -33.2% | +26.9% | -60.1% | -30.0% |
| YTD | -51.4% | +50.0% | -101.4% | -48.2% |
| 1Y | -52.0% | +39.6% | -91.6% | -49.1% |
| All | -52.0% | +38.4% | -90.4% | -49.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling