+243.1%
INTU vs GD
+190.6%
+52.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.1% | -3.4% |
| 7D | +0.1% | -5.0% | +5.1% | +2.6% |
| 30D | +15.4% | +8.9% | +6.5% | +10.5% |
| 3M | +6.6% | -8.0% | +14.6% | +11.0% |
| 6M | -11.3% | +2.9% | -14.2% | -13.1% |
| YTD | -47.7% | +7.1% | -54.8% | -50.2% |
| 1Y | -47.0% | +5.9% | -52.9% | -49.3% |
| 3Y | -29.9% | +53.9% | -83.8% | -46.0% |
| 5Y | -42.2% | +95.4% | -137.6% | -61.4% |
| All | +243.1% | +190.6% | +52.5% | +95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 10y: compounded portfolio wealth divided by compounded GD 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…
10y analysis · Full analysis span regression · 6 months rolling