-34.1%
INTU vs DUK
+65.4%
-99.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.8% | +0.5% |
| 7D | +0.1% | +1.9% | -1.9% | +0.2% |
| 30D | +10.1% | +8.9% | +1.2% | +10.9% |
| 3M | -4.2% | +5.6% | -9.7% | -4.0% |
| 6M | -7.2% | +7.0% | -14.2% | -6.5% |
| YTD | -47.7% | +14.0% | -61.7% | -46.7% |
| 1Y | -46.7% | +9.1% | -55.8% | -45.8% |
| 3Y | -34.1% | +67.6% | -101.6% | -36.7% |
| All | -34.1% | +65.4% | -99.4% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 3y: compounded portfolio wealth divided by compounded DUK 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…
3y analysis · Full analysis span regression · 6 months rolling