-47.0%
INTU vs KMB
+13.8%
-60.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.8% | -1.9% | -3.3% |
| 7D | +0.1% | +0.5% | -0.3% | 0.0% |
| 30D | +15.4% | +12.4% | +3.0% | +13.5% |
| 3M | +6.6% | +1.0% | +5.6% | +5.8% |
| 6M | -11.3% | +12.1% | -23.5% | -8.5% |
| YTD | -47.7% | +11.6% | -59.3% | -45.7% |
| 1Y | -47.0% | +13.1% | -60.1% | -44.4% |
| All | -47.0% | +13.8% | -60.9% | -44.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling