+217.8%
INTU vs LYB
+48.3%
+169.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.8% | +3.1% |
| 7D | -3.3% | +0.3% | -3.6% | -3.4% |
| 30D | -3.9% | +2.5% | -6.4% | -4.7% |
| 3M | +16.6% | +1.4% | +15.3% | +15.8% |
| 6M | -26.4% | -3.5% | -23.0% | -26.8% |
| YTD | -51.0% | +52.0% | -103.0% | -57.6% |
| 1Y | -50.8% | +22.1% | -72.8% | -54.8% |
| 3Y | -40.1% | -22.8% | -17.3% | -38.1% |
| 5Y | -41.2% | -3.4% | -37.9% | -43.9% |
| All | +217.8% | +48.3% | +169.5% | +139.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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