-41.7%
INTU vs AU
+574.0%
-615.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.3% | +3.9% | -0.3% |
| 7D | -9.2% | -7.0% | -2.2% | -9.0% |
| 30D | -7.0% | +7.3% | -14.3% | -7.1% |
| 3M | +10.5% | +33.2% | -22.7% | +10.0% |
| 6M | -30.6% | -0.6% | -30.0% | -30.5% |
| YTD | -52.3% | +26.2% | -78.5% | -53.3% |
| 1Y | -51.8% | +68.3% | -120.1% | -54.0% |
| All | -41.7% | +574.0% | -615.7% | -50.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling