+235.3%
INTU vs COO
+40.7%
+194.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -2.2% |
| 7D | -3.9% | +4.3% | -8.2% | -6.0% |
| 30D | +11.7% | +17.6% | -5.9% | +3.1% |
| 3M | +4.5% | -13.9% | +18.4% | +11.7% |
| 6M | -13.9% | +6.6% | -20.4% | -18.1% |
| YTD | -48.2% | -22.0% | -26.2% | -42.2% |
| 1Y | -47.1% | -8.8% | -38.3% | -45.9% |
| 3Y | -32.5% | -21.5% | -11.0% | -29.8% |
| 5Y | -42.6% | -41.0% | -1.5% | -29.8% |
| 10Y | +235.3% | +40.9% | +194.4% | +184.1% |
| All | +235.3% | +40.7% | +194.6% | +184.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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