+223.4%
INTU vs B
+194.1%
+29.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.2% | -1.2% | -3.1% |
| 7D | -7.1% | -1.6% | -5.5% | -6.9% |
| 30D | +1.5% | +9.4% | -8.0% | +0.3% |
| 3M | +10.7% | +5.0% | +5.7% | +9.7% |
| 6M | -23.8% | -3.5% | -20.3% | -24.0% |
| YTD | -49.3% | +4.5% | -53.8% | -50.2% |
| 1Y | -49.7% | +67.8% | -117.4% | -54.1% |
| 3Y | -38.0% | +196.7% | -234.7% | -48.8% |
| 5Y | -38.7% | +151.9% | -190.7% | -49.1% |
| All | +223.4% | +194.1% | +29.3% | +172.0% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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