-40.7%
INTU vs PSX
+138.7%
-179.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.6% | -5.7% | -4.4% |
| 7D | -7.5% | +2.8% | -10.4% | -8.0% |
| 30D | -1.9% | +27.8% | -29.7% | -6.2% |
| 3M | +4.9% | +42.0% | -37.2% | -1.6% |
| 6M | -33.2% | +58.1% | -91.3% | -38.4% |
| YTD | -51.4% | +105.0% | -156.4% | -56.8% |
| 1Y | -52.0% | +104.9% | -156.9% | -57.5% |
| 3Y | -40.7% | +134.1% | -174.7% | -52.2% |
| All | -40.7% | +138.7% | -179.3% | -52.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling