+217.8%
INTU vs GPN
+28.2%
+189.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +3.0% |
| 7D | -3.3% | -4.6% | +1.2% | -1.0% |
| 30D | -3.9% | -0.3% | -3.7% | -3.7% |
| 3M | +16.6% | +35.4% | -18.8% | -0.4% |
| 6M | -26.4% | +21.7% | -48.1% | -34.4% |
| YTD | -51.0% | +14.9% | -65.9% | -55.2% |
| 1Y | -50.8% | +3.2% | -54.0% | -52.8% |
| 3Y | -40.1% | -27.1% | -12.9% | -34.0% |
| 5Y | -41.2% | -44.4% | +3.2% | -26.9% |
| All | +217.8% | +28.2% | +189.6% | +164.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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