+211.0%
INTU vs GRMN
+628.0%
-417.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -0.9% |
| 7D | -8.5% | -1.4% | -7.1% | -7.8% |
| 30D | -6.1% | -13.1% | +7.0% | +0.6% |
| 3M | +7.3% | +14.9% | -7.6% | -0.7% |
| 6M | -33.2% | +13.1% | -46.3% | -38.5% |
| YTD | -52.2% | +35.3% | -87.5% | -60.2% |
| 1Y | -52.7% | +16.0% | -68.7% | -57.5% |
| 3Y | -41.6% | +179.6% | -221.2% | -72.3% |
| 5Y | -42.6% | +75.0% | -117.7% | -63.7% |
| 10Y | +211.0% | +644.1% | -433.1% | -6.1% |
| All | +211.0% | +628.0% | -417.0% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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