-45.2%
INTU vs AU
+42.5%
-87.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +8.0% | -4.5% | +4.0% |
| 7D | +8.7% | +0.8% | +7.9% | +8.7% |
| 30D | +25.9% | -7.0% | +32.8% | +25.2% |
| 3M | +10.7% | +8.5% | +2.2% | +12.1% |
| 6M | -11.6% | -1.3% | -10.3% | -10.8% |
| YTD | -45.4% | +6.8% | -52.2% | -46.2% |
| 1Y | -45.2% | +44.6% | -89.8% | -46.3% |
| All | -45.2% | +42.5% | -87.7% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 1y: compounded portfolio wealth divided by compounded AU 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…
1y analysis · Full analysis span regression · 6 months rolling