-41.3%
INTU vs P
+256.4%
-297.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +0.8% |
| 7D | -1.2% | -13.3% | +12.1% | +0.8% |
| 30D | +12.4% | -34.0% | +46.4% | +19.6% |
| 3M | +2.3% | +4.1% | -1.8% | -1.7% |
| 6M | -13.3% | +30.5% | -43.8% | -22.4% |
| YTD | -47.9% | +52.2% | -100.1% | -55.7% |
| 1Y | -47.2% | +10.3% | -57.4% | -52.1% |
| 3Y | -33.9% | +180.9% | -214.8% | -61.5% |
| 5Y | -41.3% | +259.7% | -301.1% | -70.4% |
| All | -41.3% | +256.4% | -297.8% | -70.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling