-38.4%
INTU vs KMB
-8.4%
-30.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.8% | -3.1% |
| 7D | -7.1% | -3.0% | -4.0% | -6.6% |
| 30D | +1.5% | -5.5% | +6.9% | +2.4% |
| 3M | +10.7% | +14.0% | -3.3% | +9.1% |
| 6M | -23.8% | +4.1% | -27.9% | -23.9% |
| YTD | -49.3% | +8.0% | -57.4% | -49.8% |
| 1Y | -49.7% | -13.7% | -35.9% | -47.9% |
| 3Y | -38.0% | -5.9% | -32.1% | -38.8% |
| All | -38.4% | -8.4% | -30.1% | -40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling