+714.5%
INTU vs GM
+231.7%
+482.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +0.1% | -0.2% | +0.2% | +0.1% |
| 30D | +10.1% | +3.6% | +6.5% | +8.6% |
| 3M | -4.2% | -0.2% | -3.9% | -4.5% |
| 6M | -7.2% | +13.9% | -21.2% | -11.8% |
| YTD | -47.7% | +6.5% | -54.1% | -49.7% |
| 1Y | -46.7% | +20.7% | -67.4% | -50.8% |
| 3Y | -34.1% | +229.5% | -263.5% | -58.5% |
| 5Y | -43.3% | +41.5% | -84.8% | -53.9% |
| 10Y | +232.6% | +204.8% | +27.8% | +88.2% |
| All | +714.5% | +231.7% | +482.8% | +305.7% |
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