+15,309.0%
INTU vs SLB
+633.5%
+14,675.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.7% | +3.2% | +0.4% |
| 7D | +7.1% | -7.7% | +14.9% | +9.1% |
| 30D | +23.0% | -0.7% | +23.7% | +22.8% |
| 3M | +8.7% | 0.0% | +8.7% | +8.0% |
| 6M | -10.1% | -10.4% | +0.3% | -8.8% |
| YTD | -45.7% | +31.5% | -77.1% | -50.4% |
| 1Y | -45.1% | +39.1% | -84.2% | -50.6% |
| 3Y | -26.9% | -5.7% | -21.2% | -29.1% |
| 5Y | -40.0% | +65.4% | -105.4% | -51.7% |
| 10Y | +265.4% | -15.6% | +281.0% | +214.4% |
| All | +15,309.0% | +633.5% | +14,675.5% | +7,290.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling