+17,066.1%
INTU vs CB
+7,167.0%
+9,899.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | +7.1% | +2.6% | +4.6% | +6.3% |
| 30D | +23.0% | +11.2% | +11.8% | +18.9% |
| 3M | +8.7% | +5.7% | +3.0% | +6.8% |
| 6M | -10.1% | +15.9% | -26.0% | -14.3% |
| YTD | -45.7% | +20.2% | -65.8% | -49.0% |
| 1Y | -45.1% | +32.4% | -77.5% | -50.1% |
| 3Y | -26.9% | +75.5% | -102.4% | -40.2% |
| 5Y | -40.0% | +105.5% | -145.4% | -53.7% |
| 10Y | +265.4% | +258.5% | +6.9% | +129.3% |
| All | +17,066.1% | +7,167.0% | +9,899.2% | +4,795.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling