+236.7%
INTU vs GE
+150.1%
+86.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.2% | +0.4% |
| 7D | +0.1% | +2.7% | -2.6% | -0.6% |
| 30D | +10.1% | +8.1% | +2.0% | +7.8% |
| 3M | -4.2% | -7.9% | +3.7% | -2.7% |
| 6M | -7.2% | +12.9% | -20.1% | -11.2% |
| YTD | -47.7% | +8.2% | -55.9% | -50.1% |
| 1Y | -46.7% | +9.7% | -56.4% | -49.4% |
| 3Y | -34.1% | +266.1% | -300.2% | -56.2% |
| 5Y | -43.3% | +407.4% | -450.7% | -66.3% |
| All | +236.7% | +150.1% | +86.7% | +83.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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