+211.1%
INTU vs ALL
+355.7%
-144.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.4% | -1.8% | -3.1% |
| 7D | -7.5% | -1.7% | -5.8% | -6.8% |
| 30D | -1.9% | -4.7% | +2.7% | +0.1% |
| 3M | +4.9% | +18.4% | -13.5% | -2.5% |
| 6M | -33.2% | +20.5% | -53.7% | -38.3% |
| YTD | -51.4% | +23.5% | -74.9% | -55.7% |
| 1Y | -52.0% | +29.0% | -81.0% | -57.2% |
| 3Y | -40.7% | +153.7% | -194.4% | -62.7% |
| 5Y | -41.7% | +114.8% | -156.5% | -61.4% |
| 10Y | +211.1% | +356.1% | -145.0% | +40.4% |
| All | +211.1% | +355.7% | -144.6% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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