-11.3%
INTU vs GEN
+52.9%
-64.2%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.6% | -1.1% | -2.5% |
| 7D | +0.1% | +2.3% | -2.1% | -0.8% |
| 30D | +15.4% | +33.1% | -17.6% | +0.3% |
| 3M | +6.6% | +6.5% | +0.1% | +4.8% |
| 6M | -11.3% | +53.8% | -65.1% | -26.9% |
| All | -11.3% | +52.9% | -64.2% | -26.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling