+237.9%
INTU vs GSK
+102.9%
+134.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.9% |
| 7D | -1.2% | +5.2% | -6.4% | -3.1% |
| 30D | +12.4% | +10.2% | +2.3% | +8.7% |
| 3M | +2.3% | -0.9% | +3.2% | +2.5% |
| 6M | -13.3% | +3.5% | -16.8% | -14.9% |
| YTD | -47.9% | +7.2% | -55.1% | -50.3% |
| 1Y | -47.2% | +12.0% | -59.2% | -50.6% |
| 3Y | -33.9% | +67.3% | -101.2% | -51.1% |
| 5Y | -41.3% | +45.3% | -86.6% | -53.9% |
| 10Y | +237.9% | +101.8% | +136.1% | +123.8% |
| All | +237.9% | +102.9% | +134.9% | +123.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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