-49.9%
INTU vs SLB
+63.2%
-113.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.5% | -3.4% |
| 7D | -7.1% | +0.8% | -7.9% | -7.0% |
| 30D | +1.5% | +15.8% | -14.4% | +2.5% |
| 3M | +10.7% | -0.3% | +11.0% | +10.1% |
| 6M | -23.8% | +21.3% | -45.2% | -23.3% |
| YTD | -49.3% | +52.3% | -101.6% | -49.7% |
| All | -49.9% | +63.2% | -113.1% | -51.6% |
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