+14,280.4%
INTU vs GE
+1,977.1%
+12,303.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -3.8% |
| 7D | -7.1% | -1.6% | -5.5% | -6.5% |
| 30D | +1.5% | -11.6% | +13.0% | +6.2% |
| 3M | +10.7% | +3.0% | +7.6% | +8.1% |
| 6M | -23.8% | -0.5% | -23.3% | -25.9% |
| YTD | -49.3% | +9.7% | -59.0% | -53.1% |
| 1Y | -49.7% | +20.0% | -69.7% | -55.4% |
| 3Y | -38.0% | +275.8% | -313.9% | -67.4% |
| 5Y | -38.7% | +429.1% | -467.8% | -72.6% |
| 10Y | +221.3% | +151.2% | +70.2% | +74.6% |
| All | +14,280.4% | +1,977.1% | +12,303.3% | +2,159.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling