+235.3%
INTU vs GEN
+166.9%
+68.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -3.9% | -0.3% | -3.6% | -3.8% |
| 30D | +11.7% | +28.2% | -16.5% | +1.6% |
| 3M | +4.5% | +2.6% | +1.9% | +2.9% |
| 6M | -13.9% | +32.7% | -46.6% | -22.4% |
| YTD | -48.2% | +11.3% | -59.5% | -50.6% |
| 1Y | -47.1% | +17.9% | -65.1% | -50.5% |
| 3Y | -32.5% | +66.3% | -98.8% | -44.3% |
| 5Y | -42.6% | +31.7% | -74.2% | -49.8% |
| 10Y | +235.3% | +150.0% | +85.3% | +132.8% |
| All | +235.3% | +166.9% | +68.4% | +132.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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