-47.0%
INTU vs P
-0.9%
-46.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.5% | -7.3% | -3.6% |
| 7D | +0.1% | -23.8% | +23.9% | -0.9% |
| 30D | +15.4% | -36.6% | +52.1% | +13.9% |
| 3M | +6.6% | +10.9% | -4.3% | +5.2% |
| 6M | -11.3% | +30.0% | -41.3% | -12.9% |
| YTD | -47.7% | +44.4% | -92.1% | -49.0% |
| 1Y | -47.0% | +3.9% | -50.9% | -48.5% |
| All | -47.0% | -0.9% | -46.1% | -48.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling