+689.4%
INTU vs GM
+238.5%
+450.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.8% | -4.2% | -3.6% |
| 7D | -7.1% | +1.9% | -9.0% | -7.6% |
| 30D | +1.5% | -1.4% | +2.8% | +1.9% |
| 3M | +10.7% | +5.9% | +4.8% | +8.4% |
| 6M | -23.8% | +12.4% | -36.2% | -27.4% |
| YTD | -49.3% | +8.6% | -57.9% | -51.4% |
| 1Y | -49.7% | +52.6% | -102.3% | -57.0% |
| 3Y | -38.0% | +169.7% | -207.7% | -58.1% |
| 5Y | -38.7% | +87.5% | -126.3% | -54.4% |
| 10Y | +221.3% | +233.0% | -11.6% | +77.2% |
| All | +689.4% | +238.5% | +450.9% | +292.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling