+14,280.4%
INTU vs GEN
+5,733.8%
+8,546.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.2% | -1.2% | -2.7% |
| 7D | -7.1% | -1.2% | -5.9% | -6.7% |
| 30D | +1.5% | +10.1% | -8.7% | -1.4% |
| 3M | +10.7% | +16.1% | -5.4% | +6.0% |
| 6M | -23.8% | +38.9% | -62.7% | -31.0% |
| YTD | -49.3% | +14.4% | -63.7% | -51.2% |
| 1Y | -49.7% | +5.9% | -55.5% | -50.5% |
| 3Y | -38.0% | +58.8% | -96.8% | -46.7% |
| 5Y | -38.7% | +24.7% | -63.4% | -44.2% |
| 10Y | +221.3% | +163.1% | +58.3% | +120.6% |
| All | +14,280.4% | +5,733.8% | +8,546.7% | +3,423.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling