+15,309.0%
INTU vs GD
+7,064.0%
+8,245.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | +0.5% |
| 7D | +7.1% | -3.9% | +11.0% | +8.9% |
| 30D | +23.0% | +8.1% | +14.9% | +18.8% |
| 3M | +8.7% | -6.8% | +15.5% | +12.0% |
| 6M | -10.1% | +3.0% | -13.1% | -11.7% |
| YTD | -45.7% | +7.8% | -53.4% | -48.0% |
| 1Y | -45.1% | +5.8% | -50.9% | -47.0% |
| 3Y | -26.9% | +55.3% | -82.2% | -41.1% |
| 5Y | -40.0% | +96.7% | -136.6% | -56.6% |
| 10Y | +265.4% | +195.4% | +70.0% | +116.4% |
| All | +15,309.0% | +7,064.0% | +8,245.0% | +3,151.5% |
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