+243.1%
INTU vs SLB
-16.2%
+259.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.6% | -4.3% | -3.9% |
| 7D | +0.1% | -7.1% | +7.2% | +1.3% |
| 30D | +15.4% | +4.1% | +11.3% | +14.4% |
| 3M | +6.6% | -2.6% | +9.2% | +6.6% |
| 6M | -11.3% | -8.6% | -2.8% | -10.7% |
| YTD | -47.7% | +32.2% | -79.9% | -51.2% |
| 1Y | -47.0% | +40.7% | -87.7% | -51.1% |
| 3Y | -29.9% | -4.5% | -25.4% | -31.7% |
| 5Y | -42.2% | +66.4% | -108.6% | -50.8% |
| All | +243.1% | -16.2% | +259.3% | +173.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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