-45.2%
INTU vs AUR
-17.4%
-27.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.4% | +7.9% | +3.6% |
| 7D | +8.7% | -19.8% | +28.5% | +9.4% |
| 30D | +25.9% | -29.0% | +54.9% | +27.2% |
| 3M | +10.7% | -43.6% | +54.3% | +12.6% |
| 6M | -11.6% | -36.6% | +25.1% | -12.1% |
| YTD | -45.4% | +6.3% | -51.7% | -50.4% |
| 1Y | -45.2% | -9.0% | -36.2% | -49.5% |
| All | -45.2% | -17.4% | -27.8% | -49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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