+1,351.5%
INTU vs ASX
+2,948.3%
-1,596.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +6.4% | -10.2% | -5.1% |
| 7D | +0.1% | -19.9% | +20.0% | +4.0% |
| 30D | +15.4% | -30.9% | +46.3% | +22.4% |
| 3M | +6.6% | -15.1% | +21.7% | +7.3% |
| 6M | -11.3% | -6.5% | -4.8% | -15.6% |
| YTD | -47.7% | +98.4% | -146.2% | -58.8% |
| 1Y | -47.0% | +107.9% | -154.9% | -58.8% |
| 3Y | -29.9% | +325.3% | -355.2% | -55.4% |
| 5Y | -42.2% | +447.3% | -489.5% | -65.4% |
| 10Y | +251.7% | +763.2% | -511.6% | +84.1% |
| All | +1,351.5% | +2,948.3% | -1,596.8% | +400.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling