-40.7%
INTU vs GRMN
+182.7%
-223.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.7% | -4.0% |
| 7D | -7.5% | +0.2% | -7.7% | -7.6% |
| 30D | -1.9% | -11.3% | +9.4% | +0.7% |
| 3M | +4.9% | +17.7% | -12.9% | +0.9% |
| 6M | -33.2% | +14.2% | -47.4% | -35.6% |
| YTD | -51.4% | +37.0% | -88.4% | -55.4% |
| 1Y | -52.0% | +17.0% | -69.0% | -54.3% |
| 3Y | -40.7% | +183.2% | -223.9% | -51.9% |
| All | -40.7% | +182.7% | -223.4% | -51.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling