+236.7%
INTU vs TECH
+187.9%
+48.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.4% | +0.4% |
| 7D | +0.1% | +0.1% | -0.1% | 0.0% |
| 30D | +10.1% | +0.5% | +9.5% | +9.8% |
| 3M | -4.2% | +1.1% | -5.3% | -4.6% |
| 6M | -7.2% | +62.8% | -70.1% | -25.9% |
| YTD | -47.7% | +24.5% | -72.1% | -54.1% |
| 1Y | -46.7% | +20.6% | -67.3% | -52.8% |
| 3Y | -34.1% | +29.5% | -63.5% | -48.9% |
| 5Y | -43.3% | -40.9% | -2.4% | -32.8% |
| All | +236.7% | +187.9% | +48.8% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling