+14,280.4%
INTU vs DUK
+1,494.6%
+12,785.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.4% | -3.1% |
| 7D | -7.1% | 0.0% | -7.1% | -7.1% |
| 30D | +1.5% | -1.7% | +3.1% | +1.9% |
| 3M | +10.7% | -0.4% | +11.1% | +10.8% |
| 6M | -23.8% | -7.2% | -16.6% | -22.3% |
| YTD | -49.3% | +5.3% | -54.6% | -50.4% |
| 1Y | -49.7% | +3.0% | -52.6% | -50.5% |
| 3Y | -38.0% | +53.1% | -91.1% | -47.2% |
| 5Y | -38.7% | +37.9% | -76.7% | -46.3% |
| 10Y | +221.3% | +124.8% | +96.5% | +139.5% |
| All | +14,280.4% | +1,494.6% | +12,785.8% | +4,667.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling