+14,729.7%
INTU vs B
+290.7%
+14,439.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.5% | -4.3% | -3.8% |
| 7D | +0.1% | +9.6% | -9.5% | -0.5% |
| 30D | +15.4% | +3.5% | +11.9% | +15.1% |
| 3M | +6.6% | -1.6% | +8.2% | +6.5% |
| 6M | -11.3% | -1.7% | -9.6% | -11.6% |
| YTD | -47.7% | -5.3% | -42.4% | -48.0% |
| 1Y | -47.0% | +27.2% | -74.2% | -48.5% |
| 3Y | -29.9% | +166.1% | -196.0% | -35.9% |
| 5Y | -42.2% | +136.5% | -178.7% | -47.0% |
| 10Y | +251.7% | +172.2% | +79.4% | +216.1% |
| All | +14,729.7% | +290.7% | +14,439.0% | +13,369.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling