-47.0%
INTU vs LIN
+25.4%
-72.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.1% | -2.6% | -3.8% |
| 7D | +0.1% | +0.2% | -0.1% | +0.1% |
| 30D | +15.4% | +6.5% | +9.0% | +16.1% |
| 3M | +6.6% | +5.5% | +1.1% | +7.0% |
| 6M | -11.3% | +3.3% | -14.6% | -10.6% |
| YTD | -47.7% | +22.0% | -69.7% | -50.7% |
| 1Y | -47.0% | +25.7% | -72.8% | -50.8% |
| All | -47.0% | +25.4% | -72.5% | -50.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling