+235.3%
INTU vs ALK
-37.5%
+272.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +7.1% | -8.0% | -2.5% |
| 7D | -3.9% | +8.9% | -12.8% | -5.8% |
| 30D | +11.7% | +5.9% | +5.8% | +10.0% |
| 3M | +4.5% | -16.5% | +21.0% | +8.1% |
| 6M | -13.9% | +2.1% | -16.0% | -16.2% |
| YTD | -48.2% | -17.1% | -31.1% | -48.0% |
| 1Y | -47.1% | -2.9% | -44.3% | -49.2% |
| 3Y | -32.5% | +24.5% | -57.0% | -42.5% |
| 5Y | -42.6% | -29.1% | -13.4% | -43.9% |
| 10Y | +235.3% | -39.1% | +274.4% | +193.0% |
| All | +235.3% | -37.5% | +272.8% | +193.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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