-44.9%
INTU vs CORZ
+161.6%
-206.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.5% | +0.5% |
| 7D | +0.1% | +23.5% | -23.4% | +0.1% |
| 30D | +10.1% | +7.5% | +2.6% | +10.1% |
| 3M | -4.2% | -26.6% | +22.4% | -3.9% |
| 6M | -7.2% | -39.5% | +32.3% | -6.8% |
| YTD | -47.7% | -0.3% | -47.4% | -49.3% |
| 1Y | -46.7% | -4.2% | -42.5% | -48.2% |
| All | -44.9% | +161.6% | -206.5% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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