+14,280.4%
INTU vs GSK
+1,014.4%
+13,266.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.9% | -1.4% | -2.6% |
| 7D | -7.1% | -1.8% | -5.3% | -6.4% |
| 30D | +1.5% | -2.2% | +3.6% | +2.3% |
| 3M | +10.7% | -1.8% | +12.5% | +11.2% |
| 6M | -23.8% | -10.6% | -13.2% | -21.3% |
| YTD | -49.3% | +4.4% | -53.7% | -51.2% |
| 1Y | -49.7% | +30.4% | -80.1% | -56.2% |
| 3Y | -38.0% | +60.1% | -98.1% | -52.2% |
| 5Y | -38.7% | +46.8% | -85.5% | -51.6% |
| 10Y | +221.3% | +79.2% | +142.1% | +130.7% |
| All | +14,280.4% | +1,014.4% | +13,266.0% | +5,747.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling