+211.0%
INTU vs GE
+146.2%
+64.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.3% | -0.9% |
| 7D | -8.5% | -1.2% | -7.2% | -8.2% |
| 30D | -6.1% | -11.3% | +5.1% | -3.5% |
| 3M | +7.3% | -1.4% | +8.7% | +7.0% |
| 6M | -33.2% | +1.2% | -34.4% | -34.5% |
| YTD | -52.2% | +5.9% | -58.1% | -54.0% |
| 1Y | -52.7% | +18.4% | -71.1% | -56.1% |
| 3Y | -41.6% | +271.0% | -312.6% | -61.4% |
| 5Y | -42.6% | +417.9% | -460.6% | -66.0% |
| 10Y | +211.0% | +152.0% | +59.1% | +78.1% |
| All | +211.0% | +146.2% | +64.9% | +78.1% |
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