+236.7%
INTU vs AU
+818.2%
-581.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.5% |
| 7D | +0.1% | -7.2% | +7.3% | +0.4% |
| 30D | +10.1% | -2.9% | +12.9% | +10.1% |
| 3M | -4.2% | -8.7% | +4.5% | -3.9% |
| 6M | -7.2% | -14.1% | +6.9% | -6.9% |
| YTD | -47.7% | +4.8% | -52.5% | -48.7% |
| 1Y | -46.7% | +11.9% | -58.6% | -48.0% |
| 3Y | -34.1% | +513.8% | -547.9% | -44.6% |
| 5Y | -43.3% | +379.3% | -422.5% | -52.4% |
| All | +236.7% | +818.2% | -581.5% | +196.8% |
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