-27.2%
INTU vs GD
+55.3%
-82.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | +0.2% |
| 7D | +7.1% | -3.9% | +11.0% | +8.4% |
| 30D | +23.0% | +8.1% | +14.9% | +19.9% |
| 3M | +8.7% | -6.8% | +15.5% | +10.7% |
| 6M | -10.1% | +3.0% | -13.1% | -11.4% |
| YTD | -45.7% | +7.8% | -53.4% | -47.3% |
| 1Y | -45.1% | +5.8% | -50.9% | -46.4% |
| All | -27.2% | +55.3% | -82.5% | -38.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling