-40.7%
INTU vs LVS
-6.1%
-34.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.3% | -3.9% |
| 7D | -7.5% | +0.3% | -7.9% | -7.6% |
| 30D | -1.9% | -3.9% | +2.0% | -1.1% |
| 3M | +4.9% | -12.9% | +17.7% | +8.0% |
| 6M | -33.2% | -16.9% | -16.3% | -30.5% |
| YTD | -51.4% | -31.2% | -20.2% | -47.7% |
| 1Y | -52.0% | -16.4% | -35.6% | -50.4% |
| 3Y | -40.7% | -4.4% | -36.3% | -43.5% |
| All | -40.7% | -6.1% | -34.6% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 3y: compounded portfolio wealth divided by compounded LVS 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…
3y analysis · Full analysis span regression · 6 months rolling