+209.1%
INTU vs PSX
+384.6%
-175.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.2% |
| 7D | -9.2% | +1.5% | -10.7% | -9.5% |
| 30D | -7.0% | +15.8% | -22.9% | -10.4% |
| 3M | +10.5% | +43.0% | -32.5% | +1.0% |
| 6M | -30.6% | +61.1% | -91.7% | -38.4% |
| YTD | -52.3% | +104.5% | -156.9% | -60.3% |
| 1Y | -51.8% | +102.5% | -154.3% | -59.9% |
| 3Y | -41.8% | +133.5% | -175.3% | -54.5% |
| 5Y | -42.8% | +367.0% | -409.8% | -64.3% |
| All | +209.1% | +384.6% | -175.6% | +77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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