+1,722.6%
INTU vs ALNY
+3,957.5%
-2,234.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.1% | +3.7% | +0.1% |
| 7D | -9.2% | -6.4% | -2.7% | -8.4% |
| 30D | -7.0% | +11.9% | -18.9% | -8.4% |
| 3M | +10.5% | -15.0% | +25.5% | +12.0% |
| 6M | -30.6% | -23.2% | -7.4% | -29.0% |
| YTD | -52.3% | -37.8% | -14.6% | -50.1% |
| 1Y | -51.8% | -47.3% | -4.5% | -48.6% |
| 3Y | -41.8% | +22.9% | -64.7% | -45.6% |
| 5Y | -42.8% | +30.6% | -73.4% | -48.2% |
| 10Y | +209.9% | +254.6% | -44.8% | +132.3% |
| All | +1,722.6% | +3,957.5% | -2,234.9% | +869.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 all: compounded portfolio wealth divided by compounded ALNY 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…
all analysis · Full analysis span regression · 6 months rolling