-42.2%
INTU vs GRMN
+122.2%
-164.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.5% | -3.6% |
| 7D | +0.1% | +4.7% | -4.6% | -1.8% |
| 30D | +15.4% | +3.4% | +12.0% | +13.6% |
| 3M | +6.6% | -5.0% | +11.6% | +8.4% |
| 6M | -11.3% | +18.6% | -29.9% | -18.6% |
| YTD | -47.7% | +42.5% | -90.2% | -56.6% |
| 1Y | -47.0% | +42.3% | -89.3% | -56.0% |
| 3Y | -29.9% | +158.5% | -188.4% | -64.8% |
| All | -42.2% | +122.2% | -164.4% | -66.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling