-40.2%
INTU vs GTLB
-50.8%
+10.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.2% | -1.1% |
| 7D | -8.5% | -6.6% | -1.9% | -6.8% |
| 30D | -6.1% | +13.7% | -19.9% | -9.4% |
| 3M | +7.3% | +52.9% | -45.6% | -4.4% |
| 6M | -33.2% | +88.5% | -121.7% | -43.6% |
| YTD | -52.2% | +23.4% | -75.6% | -55.4% |
| 1Y | -52.7% | -3.8% | -48.9% | -53.7% |
| 3Y | -41.6% | -11.5% | -30.1% | -45.3% |
| All | -40.2% | -50.8% | +10.6% | -46.7% |
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