-29.9%
INTU vs CB
+71.5%
-101.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.8% | -2.0% | -3.3% |
| 7D | +0.1% | +0.2% | -0.1% | +0.1% |
| 30D | +15.4% | +9.1% | +6.4% | +13.5% |
| 3M | +6.6% | +3.4% | +3.2% | +5.8% |
| 6M | -11.3% | +14.1% | -25.4% | -12.7% |
| YTD | -47.7% | +18.0% | -65.7% | -48.9% |
| 1Y | -47.0% | +30.1% | -77.2% | -49.0% |
| 3Y | -29.9% | +71.8% | -101.7% | -32.1% |
| All | -29.9% | +71.5% | -101.4% | -32.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling