-40.7%
INTU vs DECK
+31.2%
-71.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.0% | -2.5% | +1.9% |
| 7D | +8.7% | +10.4% | -1.7% | +6.0% |
| 30D | +25.9% | +11.1% | +14.8% | +22.5% |
| 3M | +10.7% | -10.8% | +21.5% | +13.8% |
| 6M | -11.6% | -8.7% | -2.8% | -10.2% |
| YTD | -45.4% | -14.0% | -31.4% | -44.5% |
| 1Y | -45.2% | +12.0% | -57.3% | -48.6% |
| 3Y | -26.5% | -10.5% | -16.1% | -38.2% |
| 5Y | -40.7% | +28.5% | -69.2% | -61.8% |
| All | -40.7% | +31.2% | -71.9% | -61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 5y: compounded portfolio wealth divided by compounded DECK 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…
5y analysis · Full analysis span regression · 6 months rolling