+223.4%
INTU vs CB
+218.6%
+4.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.9% | -1.5% | -2.6% |
| 7D | -7.1% | +0.5% | -7.6% | -7.3% |
| 30D | +1.5% | -3.1% | +4.6% | +2.8% |
| 3M | +10.7% | +9.0% | +1.7% | +6.9% |
| 6M | -23.8% | +2.9% | -26.7% | -24.9% |
| YTD | -49.3% | +10.1% | -59.4% | -51.5% |
| 1Y | -49.7% | +22.8% | -72.4% | -54.2% |
| 3Y | -38.0% | +73.8% | -111.8% | -52.7% |
| 5Y | -38.7% | +99.2% | -137.9% | -56.6% |
| All | +223.4% | +218.6% | +4.7% | +77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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