+14,280.4%
INTU vs STRL
+24,224.5%
-9,944.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +5.8% | -9.1% | -3.6% |
| 7D | -7.1% | +3.4% | -10.5% | -7.2% |
| 30D | +1.5% | -9.2% | +10.7% | +1.8% |
| 3M | +10.7% | -51.0% | +61.7% | +13.7% |
| 6M | -23.8% | +15.8% | -39.6% | -25.9% |
| YTD | -49.3% | +58.9% | -108.2% | -51.7% |
| 1Y | -49.7% | +68.5% | -118.2% | -52.3% |
| 3Y | -38.0% | +485.2% | -523.2% | -45.6% |
| 5Y | -38.7% | +2,005.1% | -2,043.8% | -49.8% |
| 10Y | +221.3% | +7,118.0% | -6,896.6% | +144.7% |
| All | +14,280.4% | +24,224.5% | -9,944.1% | +10,369.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 STRL 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