+29.8%
INTU vs ALC
+21.6%
+8.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.0% | -2.2% | -3.0% |
| 7D | -7.5% | -3.7% | -3.9% | -5.5% |
| 30D | -1.9% | -3.7% | +1.8% | +0.3% |
| 3M | +4.9% | +4.6% | +0.3% | +2.2% |
| 6M | -33.2% | -14.6% | -18.6% | -27.8% |
| YTD | -51.4% | -11.9% | -39.5% | -48.6% |
| 1Y | -52.0% | -13.1% | -38.8% | -49.0% |
| 3Y | -40.7% | -15.0% | -25.7% | -38.9% |
| 5Y | -41.7% | -16.2% | -25.5% | -40.1% |
| All | +29.8% | +21.6% | +8.2% | -5.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling