+209.1%
INTU vs GM
+242.0%
-32.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -1.2% |
| 7D | -9.2% | -1.1% | -8.1% | -8.9% |
| 30D | -7.0% | -3.4% | -3.6% | -6.1% |
| 3M | +10.5% | +8.7% | +1.8% | +7.5% |
| 6M | -30.6% | +15.4% | -46.0% | -34.3% |
| YTD | -52.3% | +6.6% | -58.9% | -54.0% |
| 1Y | -51.8% | +51.5% | -103.3% | -58.7% |
| 3Y | -41.8% | +169.3% | -211.2% | -60.9% |
| 5Y | -42.8% | +81.6% | -124.4% | -57.3% |
| All | +209.1% | +242.0% | -32.9% | +68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 10y: compounded portfolio wealth divided by compounded GM 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…
10y analysis · Full analysis span regression · 6 months rolling