+211.0%
INTU vs O
+49.9%
+161.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -0.9% |
| 7D | -8.5% | -2.3% | -6.2% | -7.5% |
| 30D | -6.1% | -2.4% | -3.7% | -5.1% |
| 3M | +7.3% | -0.6% | +7.9% | +7.8% |
| 6M | -33.2% | -5.0% | -28.2% | -32.0% |
| YTD | -52.2% | +10.4% | -62.5% | -54.7% |
| 1Y | -52.7% | +6.6% | -59.2% | -54.5% |
| 3Y | -41.6% | +28.4% | -70.0% | -49.4% |
| 5Y | -42.6% | +15.3% | -57.9% | -47.4% |
| 10Y | +211.0% | +55.3% | +155.7% | +151.0% |
| All | +211.0% | +49.9% | +161.1% | +151.0% |
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