-49.7%
INTU vs CARR
-3.6%
-46.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CARR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.4% | -3.1% |
| 7D | -7.1% | +1.6% | -8.6% | -6.8% |
| 30D | +1.5% | -8.7% | +10.2% | -0.8% |
| 3M | +10.7% | -12.6% | +23.2% | +7.7% |
| 6M | -23.8% | -1.5% | -22.3% | -23.3% |
| YTD | -49.3% | +14.3% | -63.6% | -50.1% |
| 1Y | -49.7% | -4.6% | -45.1% | -49.6% |
| All | -49.7% | -3.6% | -46.1% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CARR.
Daily Out/Under-Performance
Portfolio return minus CARR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CARR 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 CARR 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