+14,729.7%
INTU vs COO
+30,211.7%
-15,482.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.8% | -1.9% | -3.5% |
| 7D | +0.1% | +4.7% | -4.6% | -0.4% |
| 30D | +15.4% | +13.9% | +1.5% | +13.7% |
| 3M | +6.6% | -14.9% | +21.5% | +8.5% |
| 6M | -11.3% | +2.0% | -13.3% | -11.7% |
| YTD | -47.7% | -23.9% | -23.8% | -46.2% |
| 1Y | -47.0% | -9.6% | -37.4% | -46.6% |
| 3Y | -29.9% | -25.4% | -4.5% | -28.2% |
| 5Y | -42.2% | -41.2% | -1.0% | -39.2% |
| 10Y | +251.7% | +42.1% | +209.6% | +243.2% |
| All | +14,729.7% | +30,211.7% | -15,482.0% | +12,347.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling