+14,280.4%
INTU vs KMB
+1,000.3%
+13,280.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.8% | -2.8% |
| 7D | -7.1% | -3.0% | -4.0% | -6.1% |
| 30D | +1.5% | -5.5% | +6.9% | +3.4% |
| 3M | +10.7% | +14.0% | -3.3% | +5.8% |
| 6M | -23.8% | +4.1% | -27.9% | -25.2% |
| YTD | -49.3% | +8.0% | -57.4% | -51.0% |
| 1Y | -49.7% | -13.7% | -35.9% | -47.8% |
| 3Y | -38.0% | -5.9% | -32.1% | -38.7% |
| 5Y | -38.7% | -8.6% | -30.1% | -39.2% |
| 10Y | +221.3% | +17.3% | +204.1% | +186.8% |
| All | +14,280.4% | +1,000.3% | +13,280.1% | +5,352.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling