-40.0%
INTU vs DECK
+25.8%
-65.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.1% |
| 7D | +7.1% | +6.0% | +1.1% | +5.5% |
| 30D | +23.0% | +7.4% | +15.6% | +20.8% |
| 3M | +8.7% | -11.7% | +20.4% | +12.0% |
| 6M | -10.1% | -11.0% | +0.9% | -8.1% |
| YTD | -45.7% | -15.4% | -30.3% | -44.6% |
| 1Y | -45.1% | +7.2% | -52.3% | -47.8% |
| 3Y | -26.9% | -11.8% | -15.1% | -38.3% |
| 5Y | -40.0% | +24.3% | -64.3% | -60.0% |
| All | -40.0% | +25.8% | -65.7% | -60.0% |
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