+211.1%
INTU vs GEN
+150.2%
+60.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.7% | -1.4% | -3.1% |
| 7D | -7.5% | -0.7% | -6.8% | -7.3% |
| 30D | -1.9% | +2.6% | -4.6% | -2.8% |
| 3M | +4.9% | +15.8% | -10.9% | -0.3% |
| 6M | -33.2% | +33.1% | -66.4% | -39.7% |
| YTD | -51.4% | +11.3% | -62.7% | -53.3% |
| 1Y | -52.0% | +1.7% | -53.6% | -52.5% |
| 3Y | -40.7% | +58.1% | -98.8% | -50.0% |
| 5Y | -41.7% | +20.6% | -62.3% | -47.5% |
| 10Y | +211.1% | +149.0% | +62.1% | +116.5% |
| All | +211.1% | +150.2% | +60.9% | +116.5% |
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