-18.4%
INTU vs GGLL
+206.6%
-225.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GGLL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.3% | -3.6% | -0.1% |
| 7D | -3.9% | +2.9% | -6.8% | -4.5% |
| 30D | +12.0% | -33.1% | +45.1% | +19.4% |
| 3M | +2.3% | -31.2% | +33.5% | +8.4% |
| 6M | -12.1% | -49.4% | +37.3% | -2.6% |
| YTD | -47.5% | -26.8% | -20.7% | -47.4% |
| 1Y | -46.9% | -17.7% | -29.2% | -48.6% |
| 3Y | -33.5% | +160.4% | -193.9% | -59.5% |
| All | -18.4% | +206.6% | -225.1% | -56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GGLL.
Daily Out/Under-Performance
Portfolio return minus GGLL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GGLL 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 5y: compounded portfolio wealth divided by compounded GGLL 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…
5y analysis · Full analysis span regression · 6 months rolling