+4,400.6%
INTU vs AU
+783.5%
+3,617.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -3.0% | -4.1% |
| 7D | -7.5% | -0.3% | -7.3% | -7.5% |
| 30D | -1.9% | +12.8% | -14.7% | -2.8% |
| 3M | +4.9% | +28.5% | -23.6% | +2.7% |
| 6M | -33.2% | +4.8% | -38.0% | -34.0% |
| YTD | -51.4% | +31.0% | -82.4% | -53.0% |
| 1Y | -52.0% | +81.4% | -133.4% | -54.8% |
| 3Y | -40.7% | +618.4% | -659.1% | -50.6% |
| 5Y | -41.7% | +686.3% | -728.0% | -52.4% |
| 10Y | +211.1% | +664.5% | -453.4% | +145.9% |
| All | +4,400.6% | +783.5% | +3,617.1% | +2,988.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling