+15,309.0%
INTU vs D
+1,416.5%
+13,892.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | +7.1% | +6.9% | +0.2% | +4.9% |
| 30D | +23.0% | +12.3% | +10.7% | +18.5% |
| 3M | +8.7% | +3.0% | +5.7% | +7.7% |
| 6M | -10.1% | +12.8% | -22.9% | -13.9% |
| YTD | -45.7% | +22.6% | -68.2% | -49.8% |
| 1Y | -45.1% | +21.7% | -66.7% | -49.2% |
| 3Y | -26.9% | +83.9% | -110.8% | -42.8% |
| 5Y | -40.0% | +14.0% | -53.9% | -44.7% |
| 10Y | +265.4% | +45.6% | +219.8% | +204.3% |
| All | +15,309.0% | +1,416.5% | +13,892.4% | +6,824.3% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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