+14,280.4%
INTU vs SLB
+749.8%
+13,530.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.5% | -3.4% |
| 7D | -7.1% | +0.8% | -7.9% | -7.3% |
| 30D | +1.5% | +15.8% | -14.4% | -2.2% |
| 3M | +10.7% | -0.3% | +11.0% | +10.2% |
| 6M | -23.8% | +21.3% | -45.2% | -28.2% |
| YTD | -49.3% | +52.3% | -101.6% | -55.1% |
| 1Y | -49.7% | +63.6% | -113.3% | -56.3% |
| 3Y | -38.0% | +3.8% | -41.8% | -41.0% |
| 5Y | -38.7% | +128.6% | -167.4% | -54.5% |
| 10Y | +221.3% | -3.1% | +224.4% | +168.7% |
| All | +14,280.4% | +749.8% | +13,530.7% | +6,590.9% |
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 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