+217.8%
INTU vs AU
+699.0%
-481.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.5% | +2.3% | +2.8% |
| 7D | -3.3% | -4.3% | +0.9% | -3.1% |
| 30D | -3.9% | +7.3% | -11.2% | -4.4% |
| 3M | +16.6% | +26.3% | -9.7% | +14.9% |
| 6M | -26.4% | +1.8% | -28.2% | -26.9% |
| YTD | -51.0% | +26.8% | -77.8% | -52.3% |
| 1Y | -50.8% | +66.7% | -117.5% | -53.2% |
| 3Y | -40.1% | +579.1% | -619.1% | -49.7% |
| 5Y | -41.2% | +689.3% | -730.5% | -51.7% |
| All | +217.8% | +699.0% | -481.2% | +183.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling