-34.4%
INTU vs GTLB
+4.1%
-38.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -4.1% | -3.5% | -0.6% | -3.1% |
| 30D | +12.8% | -9.0% | +21.8% | +15.6% |
| 3M | +2.1% | +15.9% | -13.7% | -2.8% |
| 6M | -11.5% | +104.9% | -116.3% | -28.1% |
| YTD | -47.9% | +26.0% | -73.9% | -53.3% |
| 1Y | -47.7% | +1.8% | -49.5% | -51.2% |
| All | -34.4% | +4.1% | -38.5% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GTLB.
Daily Out/Under-Performance
Portfolio return minus GTLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GTLB 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 3y: compounded portfolio wealth divided by compounded GTLB 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…
3y analysis · Full analysis span regression · 6 months rolling