-52.0%
INTU vs ALC
-12.7%
-39.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.0% | -2.2% | -3.6% |
| 7D | -7.5% | -3.7% | -3.9% | -6.6% |
| 30D | -1.9% | -3.7% | +1.8% | -0.9% |
| 3M | +4.9% | +4.6% | +0.3% | +4.4% |
| 6M | -33.2% | -14.6% | -18.6% | -30.5% |
| YTD | -51.4% | -11.9% | -39.5% | -50.2% |
| 1Y | -52.0% | -13.1% | -38.8% | -50.7% |
| All | -52.0% | -12.7% | -39.3% | -50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALC 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling