-40.2%
INTU vs GNRC
-58.7%
+18.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.9% | -0.1% | +2.2% |
| 7D | -3.3% | -0.2% | -3.2% | -3.3% |
| 30D | -3.9% | -15.7% | +11.8% | -0.8% |
| 3M | +16.6% | -27.3% | +44.0% | +22.8% |
| 6M | -26.4% | -12.1% | -14.4% | -27.4% |
| YTD | -51.0% | +37.1% | -88.1% | -58.1% |
| 1Y | -50.8% | -0.5% | -50.3% | -54.2% |
| 3Y | -40.1% | +61.5% | -101.6% | -54.6% |
| All | -40.2% | -58.7% | +18.5% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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