+237.9%
INTU vs ALK
-39.7%
+277.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +0.7% |
| 7D | -1.2% | +12.9% | -14.2% | -4.0% |
| 30D | +12.4% | +5.5% | +6.9% | +10.8% |
| 3M | +2.3% | -12.1% | +14.4% | +4.7% |
| 6M | -13.3% | +1.7% | -15.0% | -15.6% |
| YTD | -47.9% | -17.4% | -30.5% | -47.6% |
| 1Y | -47.2% | -1.9% | -45.2% | -49.3% |
| 3Y | -33.9% | +21.2% | -55.1% | -43.3% |
| 5Y | -41.3% | -27.8% | -13.5% | -43.0% |
| 10Y | +237.9% | -41.0% | +278.9% | +195.1% |
| All | +237.9% | -39.7% | +277.6% | +195.1% |
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