-44.5%
INTU vs AS
+131.9%
-176.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.1% | +1.0% |
| 7D | -3.9% | -3.0% | -0.9% | -3.5% |
| 30D | +12.0% | +9.6% | +2.4% | +10.4% |
| 3M | +2.3% | -8.2% | +10.5% | +3.4% |
| 6M | -12.1% | -9.9% | -2.2% | -11.2% |
| YTD | -47.5% | -16.8% | -30.8% | -46.5% |
| 1Y | -46.9% | +3.0% | -49.9% | -48.0% |
| All | -44.5% | +131.9% | -176.4% | -52.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling