+235.3%
INTU vs ALL
+367.3%
-132.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.8% |
| 7D | -3.9% | -3.9% | -0.1% | -2.2% |
| 30D | +11.7% | +10.6% | +1.1% | +7.0% |
| 3M | +4.5% | -4.6% | +9.0% | +6.7% |
| 6M | -13.9% | +20.2% | -34.1% | -20.2% |
| YTD | -48.2% | +23.7% | -71.9% | -52.8% |
| 1Y | -47.1% | +27.9% | -75.0% | -52.6% |
| 3Y | -32.5% | +109.2% | -141.7% | -53.1% |
| 5Y | -42.6% | +148.0% | -190.5% | -64.8% |
| 10Y | +235.3% | +363.8% | -128.5% | +60.7% |
| All | +235.3% | +367.3% | -132.0% | +60.7% |
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