-41.7%
INTU vs GE
+434.8%
-476.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.5% | -3.9% |
| 7D | -7.5% | +1.2% | -8.7% | -7.9% |
| 30D | -1.9% | -9.5% | +7.6% | +0.8% |
| 3M | +4.9% | +4.1% | +0.7% | +2.3% |
| 6M | -33.2% | +3.9% | -37.2% | -35.4% |
| YTD | -51.4% | +9.0% | -60.4% | -54.5% |
| 1Y | -52.0% | +21.9% | -73.9% | -57.6% |
| 3Y | -40.7% | +281.8% | -322.5% | -72.5% |
| 5Y | -41.7% | +436.7% | -478.4% | -80.1% |
| All | -41.7% | +434.8% | -476.5% | -80.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling