+223.4%
INTU vs P
+732.0%
-508.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.4% | -4.8% | -3.7% |
| 7D | -7.1% | +6.5% | -13.6% | -8.6% |
| 30D | +1.5% | +18.8% | -17.4% | -3.8% |
| 3M | +10.7% | +26.7% | -16.1% | +1.7% |
| 6M | -23.8% | +62.2% | -86.0% | -35.6% |
| YTD | -49.3% | +48.5% | -97.8% | -56.6% |
| 1Y | -49.7% | +26.4% | -76.1% | -56.2% |
| 3Y | -38.0% | +159.4% | -197.4% | -60.9% |
| 5Y | -38.7% | +275.8% | -314.5% | -66.7% |
| All | +223.4% | +732.0% | -508.7% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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