+15,387.1%
INTU vs GD
+7,235.3%
+8,151.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.6% | +6.0% | +4.6% |
| 7D | +8.7% | +3.0% | +5.7% | +7.2% |
| 30D | +25.9% | +10.5% | +15.3% | +20.4% |
| 3M | +10.7% | -5.0% | +15.7% | +13.1% |
| 6M | -11.6% | +5.5% | -17.1% | -14.0% |
| YTD | -45.4% | +10.3% | -55.7% | -48.2% |
| 1Y | -45.2% | +8.2% | -53.4% | -47.7% |
| 3Y | -26.5% | +59.0% | -85.6% | -41.3% |
| 5Y | -40.7% | +104.3% | -144.9% | -57.8% |
| 10Y | +267.2% | +202.4% | +64.8% | +115.3% |
| All | +15,387.1% | +7,235.3% | +8,151.8% | +3,135.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling