-44.7%
INTU vs AS
+134.9%
-179.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.5% | -4.2% | -3.8% |
| 7D | +0.1% | +6.9% | -6.8% | -0.9% |
| 30D | +15.4% | +16.0% | -0.6% | +12.9% |
| 3M | +6.6% | -12.8% | +19.4% | +8.5% |
| 6M | -11.3% | -15.4% | +4.1% | -9.5% |
| YTD | -47.7% | -15.7% | -32.0% | -46.8% |
| 1Y | -47.0% | +6.1% | -53.1% | -48.3% |
| All | -44.7% | +134.9% | -179.5% | -52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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