+6,791.8%
INTU vs O
+5,387.7%
+1,404.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.6% | -3.1% |
| 7D | -7.1% | -0.7% | -6.3% | -6.8% |
| 30D | +1.5% | -1.9% | +3.3% | +2.2% |
| 3M | +10.7% | +3.8% | +6.8% | +9.1% |
| 6M | -23.8% | -4.7% | -19.1% | -22.7% |
| YTD | -49.3% | +12.5% | -61.8% | -52.1% |
| 1Y | -49.7% | +10.8% | -60.5% | -52.2% |
| 3Y | -38.0% | +28.8% | -66.8% | -45.3% |
| 5Y | -38.7% | +13.2% | -51.9% | -42.8% |
| 10Y | +221.3% | +53.5% | +167.9% | +153.1% |
| All | +6,791.8% | +5,387.7% | +1,404.0% | +1,081.7% |
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