+6,939.0%
INTU vs O
+5,283.0%
+1,656.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.7% | -1.3% |
| 7D | -3.9% | +3.3% | -7.3% | -5.2% |
| 30D | +11.7% | +10.3% | +1.4% | +7.6% |
| 3M | +4.5% | -3.5% | +7.9% | +6.0% |
| 6M | -13.9% | -1.3% | -12.6% | -13.4% |
| YTD | -48.2% | +10.3% | -58.6% | -50.6% |
| 1Y | -47.1% | +10.4% | -57.5% | -49.6% |
| 3Y | -32.5% | +40.0% | -72.5% | -42.3% |
| 5Y | -42.6% | +12.4% | -54.9% | -46.1% |
| 10Y | +235.3% | +78.2% | +157.1% | +150.4% |
| All | +6,939.0% | +5,283.0% | +1,656.0% | +1,116.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling