-34.1%
INTU vs O
+39.0%
-73.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.2% | +0.6% |
| 7D | +0.1% | -0.4% | +0.4% | +0.1% |
| 30D | +10.1% | +7.1% | +2.9% | +9.2% |
| 3M | -4.2% | -5.2% | +1.0% | -4.0% |
| 6M | -7.2% | -1.8% | -5.5% | -6.9% |
| YTD | -47.7% | +9.1% | -56.8% | -48.9% |
| 1Y | -46.7% | +9.7% | -56.4% | -48.0% |
| 3Y | -34.1% | +39.1% | -73.2% | -42.1% |
| All | -34.1% | +39.0% | -73.1% | -42.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling