+237.9%
INTU vs IT
+88.3%
+149.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.2% |
| 7D | -1.2% | -7.5% | +6.3% | +2.6% |
| 30D | +12.4% | -1.2% | +13.6% | +12.4% |
| 3M | +2.3% | -2.2% | +4.5% | +2.4% |
| 6M | -13.3% | +19.1% | -32.4% | -22.6% |
| YTD | -47.9% | -25.1% | -22.8% | -42.1% |
| 1Y | -47.2% | -17.4% | -29.8% | -44.2% |
| 3Y | -33.9% | -54.1% | +20.2% | -10.0% |
| 5Y | -41.3% | -42.7% | +1.3% | -30.3% |
| 10Y | +237.9% | +88.1% | +149.7% | +123.7% |
| All | +237.9% | +88.3% | +149.6% | +123.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling