-47.2%
INTU vs SLB
+38.6%
-85.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.6% | +0.6% |
| 7D | -1.2% | -4.3% | +3.0% | -1.7% |
| 30D | +12.4% | +1.9% | +10.5% | +12.6% |
| 3M | +2.3% | -5.7% | +8.0% | +2.2% |
| 6M | -13.3% | -5.3% | -8.0% | -13.5% |
| YTD | -47.9% | +32.2% | -80.0% | -49.1% |
| 1Y | -47.2% | +38.5% | -85.7% | -49.9% |
| All | -47.2% | +38.6% | -85.8% | -49.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling