+211.0%
INTU vs GSK
+80.2%
+130.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.6% |
| 7D | -8.5% | -3.6% | -4.9% | -7.2% |
| 30D | -6.1% | -5.9% | -0.2% | -4.1% |
| 3M | +7.3% | -4.3% | +11.6% | +8.8% |
| 6M | -33.2% | -10.8% | -22.4% | -31.1% |
| YTD | -52.2% | +1.8% | -53.9% | -53.5% |
| 1Y | -52.7% | +23.5% | -76.2% | -57.9% |
| 3Y | -41.6% | +49.5% | -91.2% | -54.5% |
| 5Y | -42.6% | +49.7% | -92.3% | -56.5% |
| 10Y | +211.0% | +81.9% | +129.1% | +113.1% |
| All | +211.0% | +80.2% | +130.9% | +113.1% |
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