-29.9%
INTU vs ALL
+105.5%
-135.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.5% | +0.7% | -2.3% |
| 7D | +0.1% | -1.9% | +2.1% | +0.8% |
| 30D | +15.4% | +13.8% | +1.6% | +11.1% |
| 3M | +6.6% | -7.0% | +13.6% | +8.8% |
| 6M | -11.3% | +18.0% | -29.3% | -14.4% |
| YTD | -47.7% | +24.2% | -71.9% | -50.1% |
| 1Y | -47.0% | +31.2% | -78.2% | -50.0% |
| 3Y | -29.9% | +107.5% | -137.5% | -33.7% |
| All | -29.9% | +105.5% | -135.5% | -33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling