+243.1%
INTU vs ALL
+370.9%
-127.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.5% | +0.7% | -1.8% |
| 7D | +0.1% | -1.9% | +2.1% | +1.0% |
| 30D | +15.4% | +13.8% | +1.6% | +9.2% |
| 3M | +6.6% | -7.0% | +13.6% | +10.0% |
| 6M | -11.3% | +18.0% | -29.3% | -17.2% |
| YTD | -47.7% | +24.2% | -71.9% | -52.4% |
| 1Y | -47.0% | +31.2% | -78.2% | -53.0% |
| 3Y | -29.9% | +107.5% | -137.5% | -51.1% |
| 5Y | -42.2% | +144.8% | -187.0% | -64.3% |
| All | +243.1% | +370.9% | -127.8% | +63.7% |
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