-47.2%
INTU vs GEN
+18.5%
-65.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | -0.1% | +0.2% |
| 7D | -1.2% | +1.0% | -2.3% | -1.8% |
| 30D | +12.4% | +29.1% | -16.6% | -4.3% |
| 3M | +2.3% | +2.9% | -0.6% | +1.1% |
| 6M | -13.3% | +33.6% | -46.9% | -27.9% |
| YTD | -47.9% | +12.0% | -59.9% | -49.1% |
| 1Y | -47.2% | +16.2% | -63.3% | -49.7% |
| All | -47.2% | +18.5% | -65.6% | -49.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling