-38.4%
INTU vs ASX
+429.3%
-467.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.4% |
| 7D | -7.1% | -0.7% | -6.4% | -7.0% |
| 30D | +1.5% | +2.0% | -0.5% | +0.6% |
| 3M | +10.7% | -1.3% | +12.0% | +7.3% |
| 6M | -23.8% | +71.4% | -95.3% | -40.7% |
| YTD | -49.3% | +135.3% | -184.6% | -65.8% |
| 1Y | -49.7% | +267.5% | -317.1% | -72.5% |
| 3Y | -38.0% | +388.5% | -426.5% | -73.3% |
| All | -38.4% | +429.3% | -467.7% | -76.7% |
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