+1,185.4%
INTU vs GNRC
+2,087.1%
-901.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.4% | -5.7% | -3.9% |
| 7D | -7.1% | +1.9% | -9.0% | -7.5% |
| 30D | +1.5% | -13.8% | +15.3% | +4.7% |
| 3M | +10.7% | -32.6% | +43.3% | +19.5% |
| 6M | -23.8% | -15.2% | -8.7% | -23.8% |
| YTD | -49.3% | +37.4% | -86.7% | -56.1% |
| 1Y | -49.7% | +5.1% | -54.8% | -53.6% |
| 3Y | -38.0% | +57.5% | -95.5% | -51.1% |
| 5Y | -38.7% | -58.7% | +20.0% | -34.7% |
| 10Y | +221.3% | +395.5% | -174.2% | +83.2% |
| All | +1,185.4% | +2,087.1% | -901.7% | +398.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling