-45.2%
INTU vs ADVB
-76.7%
+31.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.5% | +8.0% | +3.4% |
| 7D | +8.7% | -29.5% | +38.2% | +8.6% |
| 30D | +25.9% | -66.9% | +92.7% | +26.1% |
| 3M | +10.7% | -73.7% | +84.4% | +10.9% |
| 6M | -11.6% | -64.8% | +53.2% | -12.8% |
| YTD | -45.4% | -64.0% | +18.6% | -45.6% |
| 1Y | -45.2% | -77.0% | +31.7% | -45.0% |
| All | -45.2% | -76.7% | +31.4% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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