-50.9%
INTU vs Q
+71.3%
-122.2%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.7% | -5.1% | -3.1% |
| 7D | -7.1% | +0.2% | -7.3% | -7.0% |
| 30D | +1.5% | -11.1% | +12.6% | -0.5% |
| 3M | +10.7% | -22.1% | +32.8% | +7.2% |
| 6M | -23.8% | +0.5% | -24.3% | -25.1% |
| YTD | -49.3% | +47.8% | -97.1% | -51.3% |
| All | -50.9% | +71.3% | -122.2% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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