+243.1%
INTU vs LIN
+424.3%
-181.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.1% | -2.6% | -3.0% |
| 7D | +0.1% | +0.2% | -0.1% | +0.1% |
| 30D | +15.4% | +6.5% | +9.0% | +10.9% |
| 3M | +6.6% | +5.5% | +1.1% | +2.9% |
| 6M | -11.3% | +3.3% | -14.6% | -14.1% |
| YTD | -47.7% | +22.0% | -69.7% | -55.4% |
| 1Y | -47.0% | +25.7% | -72.8% | -55.8% |
| 3Y | -29.9% | +36.2% | -66.2% | -45.6% |
| 5Y | -42.2% | +66.1% | -108.3% | -61.2% |
| All | +243.1% | +424.3% | -181.2% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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