+224.6%
INTU vs GPC
+85.2%
+139.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -3.8% |
| 7D | -7.1% | +1.2% | -8.3% | -7.5% |
| 30D | +1.5% | +6.0% | -4.5% | -0.9% |
| 3M | +10.7% | +42.6% | -32.0% | -4.4% |
| 6M | -23.8% | +22.8% | -46.6% | -30.7% |
| YTD | -49.3% | +15.5% | -64.8% | -53.1% |
| 1Y | -49.7% | +2.0% | -51.7% | -50.9% |
| 3Y | -38.0% | -1.4% | -36.6% | -41.1% |
| 5Y | -38.7% | +30.6% | -69.3% | -49.4% |
| All | +224.6% | +85.2% | +139.3% | +102.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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