-40.2%
INTU vs GILD
+142.1%
-182.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +3.0% |
| 7D | -3.3% | -4.8% | +1.5% | -2.1% |
| 30D | -3.9% | +5.8% | -9.7% | -5.3% |
| 3M | +16.6% | +14.9% | +1.7% | +12.7% |
| 6M | -26.4% | -0.4% | -26.1% | -26.7% |
| YTD | -51.0% | +18.5% | -69.5% | -53.5% |
| 1Y | -50.8% | +25.1% | -75.9% | -54.0% |
| 3Y | -40.1% | +105.9% | -146.0% | -52.9% |
| All | -40.2% | +142.1% | -182.3% | -59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 GILD 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