-47.0%
INTU vs AS
+0.9%
-47.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.5% | -4.2% | -3.8% |
| 7D | +0.1% | +6.9% | -6.8% | -0.3% |
| 30D | +15.4% | +16.0% | -0.6% | +14.5% |
| 3M | +6.6% | -12.8% | +19.4% | +6.4% |
| 6M | -11.3% | -15.4% | +4.1% | -11.3% |
| YTD | -47.7% | -15.7% | -32.0% | -46.9% |
| 1Y | -47.0% | +6.1% | -53.1% | -45.2% |
| All | -47.0% | +0.9% | -47.9% | -45.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling