+236.7%
INTU vs P
+652.0%
-415.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.4% | +0.9% |
| 7D | +0.1% | +11.6% | -11.6% | -2.6% |
| 30D | +10.1% | -23.7% | +33.7% | +15.4% |
| 3M | -4.2% | -8.0% | +3.8% | -5.5% |
| 6M | -7.2% | +27.9% | -35.1% | -17.9% |
| YTD | -47.7% | +61.2% | -108.8% | -57.4% |
| 1Y | -46.7% | +28.6% | -75.3% | -54.8% |
| 3Y | -34.1% | +200.5% | -234.5% | -61.5% |
| 5Y | -43.3% | +282.9% | -326.2% | -70.3% |
| All | +236.7% | +652.0% | -415.3% | +42.6% |
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