+211.1%
INTU vs KMB
+15.9%
+195.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.9% | -2.2% | -3.5% |
| 7D | -7.5% | -2.7% | -4.8% | -6.7% |
| 30D | -1.9% | -5.0% | +3.1% | -0.3% |
| 3M | +4.9% | +6.6% | -1.7% | +3.1% |
| 6M | -33.2% | +1.0% | -34.2% | -33.5% |
| YTD | -51.4% | +6.0% | -57.4% | -52.5% |
| 1Y | -52.0% | -16.6% | -35.4% | -49.3% |
| 3Y | -40.7% | -8.6% | -32.0% | -40.9% |
| 5Y | -41.7% | -10.9% | -30.9% | -41.9% |
| 10Y | +211.1% | +16.8% | +194.3% | +186.4% |
| All | +211.1% | +15.9% | +195.2% | +186.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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