+14,729.7%
INTU vs GSK
+1,024.3%
+13,705.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.2% | -3.6% | -3.7% |
| 7D | +0.1% | +1.7% | -1.5% | -0.6% |
| 30D | +15.4% | +7.0% | +8.4% | +12.3% |
| 3M | +6.6% | -2.7% | +9.2% | +7.7% |
| 6M | -11.3% | +1.4% | -12.7% | -12.4% |
| YTD | -47.7% | +5.3% | -53.1% | -49.8% |
| 1Y | -47.0% | +10.6% | -57.7% | -50.3% |
| 3Y | -29.9% | +62.6% | -92.5% | -46.2% |
| 5Y | -42.2% | +41.7% | -83.9% | -53.6% |
| 10Y | +251.7% | +104.7% | +146.9% | +138.9% |
| All | +14,729.7% | +1,024.3% | +13,705.4% | +5,909.3% |
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