-42.2%
INTU vs ALLY
-9.5%
-32.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.7% | -2.1% | -3.2% |
| 7D | +0.1% | +0.9% | -0.8% | -0.2% |
| 30D | +15.4% | +3.1% | +12.3% | +14.2% |
| 3M | +6.6% | -12.6% | +19.1% | +11.8% |
| 6M | -11.3% | -12.4% | +1.1% | -7.6% |
| YTD | -47.7% | -13.2% | -34.6% | -45.7% |
| 1Y | -47.0% | +1.8% | -48.8% | -48.3% |
| 3Y | -29.9% | +58.0% | -87.9% | -46.4% |
| All | -42.2% | -9.5% | -32.7% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 5y: compounded portfolio wealth divided by compounded ALLY 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…
5y analysis · Full analysis span regression · 6 months rolling