-52.7%
INTU vs PSX
+104.4%
-157.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.7% |
| 7D | -8.5% | +1.8% | -10.3% | -8.8% |
| 30D | -6.1% | +21.6% | -27.8% | -9.6% |
| 3M | +7.3% | +46.5% | -39.1% | -0.2% |
| 6M | -33.2% | +62.0% | -95.2% | -38.0% |
| YTD | -52.2% | +106.3% | -158.5% | -54.9% |
| 1Y | -52.7% | +103.0% | -155.6% | -55.8% |
| All | -52.7% | +104.4% | -157.1% | -55.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling