+14,729.7%
INTU vs GEN
+5,570.1%
+9,159.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.6% | -1.1% | -3.0% |
| 7D | +0.1% | +2.3% | -2.1% | -0.5% |
| 30D | +15.4% | +33.1% | -17.6% | +5.6% |
| 3M | +6.6% | +6.5% | +0.1% | +4.1% |
| 6M | -11.3% | +53.8% | -65.1% | -22.6% |
| YTD | -47.7% | +11.2% | -58.9% | -49.5% |
| 1Y | -47.0% | +19.4% | -66.4% | -49.9% |
| 3Y | -29.9% | +81.0% | -111.0% | -42.2% |
| 5Y | -42.2% | +33.4% | -75.7% | -48.6% |
| 10Y | +251.7% | +164.3% | +87.4% | +140.3% |
| All | +14,729.7% | +5,570.1% | +9,159.6% | +3,546.0% |
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