-32.5%
INTU vs P
+190.3%
-222.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.3% | -7.3% | -1.4% |
| 7D | -3.9% | -9.6% | +5.7% | -3.4% |
| 30D | +11.7% | -33.4% | +45.2% | +14.9% |
| 3M | +4.5% | +14.2% | -9.7% | +1.1% |
| 6M | -13.9% | +31.6% | -45.5% | -18.8% |
| YTD | -48.2% | +53.5% | -101.7% | -52.6% |
| 1Y | -47.1% | +14.2% | -61.3% | -50.1% |
| 3Y | -32.5% | +190.5% | -223.0% | -48.4% |
| All | -32.5% | +190.3% | -222.8% | -48.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling