-43.2%
INTU vs GTLB
-62.5%
+19.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.5% | +0.2% |
| 7D | +0.1% | -0.7% | +0.8% | +0.3% |
| 30D | +10.1% | -10.2% | +20.3% | +13.0% |
| 3M | -4.2% | +10.1% | -14.3% | -7.2% |
| 6M | -7.2% | +116.5% | -123.7% | -24.8% |
| YTD | -47.7% | +27.2% | -74.9% | -51.9% |
| 1Y | -46.7% | +8.6% | -55.2% | -49.4% |
| 3Y | -34.1% | +5.6% | -39.6% | -41.1% |
| All | -43.2% | -62.5% | +19.3% | -50.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling