+235.2%
INTU vs O
+82.2%
+153.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | -4.1% | -0.4% | -3.7% | -4.0% |
| 30D | +12.8% | +8.3% | +4.6% | +9.1% |
| 3M | +2.1% | -4.0% | +6.1% | +4.0% |
| 6M | -11.5% | -2.6% | -8.8% | -10.4% |
| YTD | -47.9% | +9.9% | -57.8% | -50.6% |
| 1Y | -47.7% | +9.8% | -57.5% | -50.4% |
| 3Y | -34.0% | +39.7% | -73.7% | -45.1% |
| 5Y | -43.5% | +9.2% | -52.7% | -47.0% |
| All | +235.2% | +82.2% | +153.0% | +162.5% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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