+1,307.6%
INTU vs ASX
+3,515.0%
-2,207.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +0.7% |
| 3M | +10.7% | -1.3% | +12.0% | +8.0% |
| 6M | -23.8% | +71.4% | -95.3% | -35.6% |
| YTD | -49.3% | +135.3% | -184.6% | -60.5% |
| 1Y | -49.7% | +267.5% | -317.1% | -65.0% |
| 3Y | -38.0% | +388.5% | -426.5% | -60.7% |
| 5Y | -38.7% | +417.1% | -455.8% | -62.0% |
| 10Y | +221.3% | +872.7% | -651.4% | +67.8% |
| All | +1,307.6% | +3,515.0% | -2,207.5% | +380.0% |
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