+301.3%
INTU vs P
+485.4%
-184.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.4% | -4.8% | -3.7% |
| 7D | -7.1% | +6.5% | -13.6% | -8.5% |
| 30D | +1.5% | +18.8% | -17.4% | -3.4% |
| 3M | +10.7% | +26.7% | -16.1% | +2.4% |
| 6M | -23.8% | +62.2% | -86.0% | -34.7% |
| YTD | -49.3% | +48.5% | -97.8% | -56.0% |
| 1Y | -49.7% | +26.4% | -76.1% | -55.6% |
| 3Y | -38.0% | +159.4% | -197.4% | -58.9% |
| 5Y | -38.7% | +275.8% | -314.5% | -64.2% |
| 10Y | +221.3% | +732.0% | -510.7% | +54.7% |
| All | +301.3% | +485.4% | -184.0% | +86.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling