-29.9%
INTU vs GPC
+1.0%
-30.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.3% | -2.4% | -3.5% |
| 7D | +0.1% | +1.6% | -1.5% | -0.1% |
| 30D | +15.4% | -2.1% | +17.5% | +15.8% |
| 3M | +6.6% | -6.8% | +13.4% | +7.8% |
| 6M | -11.3% | +18.6% | -29.9% | -13.1% |
| YTD | -47.7% | +2.7% | -50.4% | -47.4% |
| 1Y | -47.0% | +1.8% | -48.8% | -46.6% |
| 3Y | -29.9% | +1.1% | -31.0% | -32.7% |
| All | -29.9% | +1.0% | -30.9% | -32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling