+6.0%
INTU vs QS
-47.4%
+53.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | -9.2% | -5.0% | -4.2% | -8.9% |
| 30D | -7.0% | -18.3% | +11.3% | -5.9% |
| 3M | +10.5% | -26.0% | +36.5% | +12.1% |
| 6M | -30.6% | -24.0% | -6.5% | -30.3% |
| YTD | -52.3% | -50.3% | -2.1% | -50.8% |
| 1Y | -51.8% | -38.0% | -13.8% | -51.6% |
| 3Y | -41.8% | -24.6% | -17.2% | -45.8% |
| 5Y | -42.8% | -75.4% | +32.6% | -45.2% |
| All | +6.0% | -47.4% | +53.4% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded QS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling