+233.5%
INTU vs GPC
+78.6%
+154.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +1.0% |
| 7D | -3.9% | -2.1% | -1.8% | -3.1% |
| 30D | +12.0% | -4.5% | +16.5% | +14.0% |
| 3M | +2.3% | -7.7% | +10.0% | +5.4% |
| 6M | -12.1% | +24.3% | -36.4% | -20.3% |
| YTD | -47.5% | +3.5% | -51.0% | -49.4% |
| 1Y | -46.9% | +0.7% | -47.6% | -48.2% |
| 3Y | -33.5% | 0.0% | -33.5% | -37.7% |
| 5Y | -41.2% | +5.8% | -47.1% | -46.9% |
| 10Y | +233.5% | +75.8% | +157.7% | +112.9% |
| All | +233.5% | +78.6% | +154.9% | +112.9% |
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