-43.5%
INTU vs ASX
+503.8%
-547.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.3% | -0.1% |
| 7D | -4.1% | +22.1% | -26.2% | -7.3% |
| 30D | +12.8% | -23.8% | +36.6% | +16.9% |
| 3M | +2.1% | -7.6% | +9.7% | +0.8% |
| 6M | -11.5% | +6.9% | -18.4% | -20.1% |
| YTD | -47.9% | +127.7% | -175.6% | -65.8% |
| 1Y | -47.7% | +144.5% | -192.2% | -66.8% |
| 3Y | -34.0% | +377.8% | -411.7% | -72.8% |
| 5Y | -43.5% | +498.2% | -541.8% | -80.6% |
| All | -43.5% | +503.8% | -547.3% | -80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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