-49.7%
INTU vs AU
+100.5%
-150.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.3% | -1.0% | -3.5% |
| 7D | -7.1% | -3.6% | -3.4% | -7.3% |
| 30D | +1.5% | +23.9% | -22.4% | +3.2% |
| 3M | +10.7% | +19.1% | -8.4% | +12.5% |
| 6M | -23.8% | -0.2% | -23.7% | -23.1% |
| YTD | -49.3% | +32.5% | -81.8% | -48.8% |
| 1Y | -49.7% | +96.9% | -146.6% | -49.6% |
| All | -49.7% | +100.5% | -150.1% | -49.6% |
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