-43.5%
INTU vs LVS
+6.9%
-50.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | 0.0% |
| 7D | -4.1% | -3.9% | -0.2% | -3.0% |
| 30D | +12.8% | +7.1% | +5.8% | +10.5% |
| 3M | +2.1% | -13.2% | +15.3% | +6.4% |
| 6M | -11.5% | -22.8% | +11.3% | -4.4% |
| YTD | -47.9% | -38.0% | -9.9% | -40.4% |
| 1Y | -47.7% | -39.5% | -8.2% | -39.8% |
| 3Y | -34.0% | -12.2% | -21.8% | -35.3% |
| 5Y | -43.5% | +6.4% | -50.0% | -51.4% |
| All | -43.5% | +6.9% | -50.4% | -51.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling