+243.1%
INTU vs KMB
+36.7%
+206.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.8% | -1.9% | -3.1% |
| 7D | +0.1% | +0.5% | -0.3% | 0.0% |
| 30D | +15.4% | +12.4% | +3.0% | +11.2% |
| 3M | +6.6% | +1.0% | +5.6% | +6.3% |
| 6M | -11.3% | +12.1% | -23.5% | -14.5% |
| YTD | -47.7% | +11.6% | -59.3% | -49.8% |
| 1Y | -47.0% | +13.1% | -60.1% | -49.4% |
| 3Y | -29.9% | +1.6% | -31.5% | -32.9% |
| 5Y | -42.2% | -0.3% | -41.9% | -44.8% |
| All | +243.1% | +36.7% | +206.4% | +203.3% |
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