-43.3%
INTU vs ONON
-24.2%
-19.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -9.2% | -5.3% | -3.8% | -7.9% |
| 30D | -7.0% | -13.1% | +6.1% | -3.7% |
| 3M | +10.5% | -29.3% | +39.9% | +19.5% |
| 6M | -30.6% | -34.5% | +4.0% | -24.2% |
| YTD | -52.3% | -42.2% | -10.1% | -46.3% |
| 1Y | -51.8% | -37.3% | -14.5% | -47.3% |
| 3Y | -41.8% | -9.3% | -32.6% | -46.4% |
| All | -43.3% | -24.2% | -19.1% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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