+211.1%
INTU vs TECH
+178.6%
+32.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -4.0% | -4.1% |
| 7D | -7.5% | +0.2% | -7.7% | -7.6% |
| 30D | -1.9% | +0.1% | -2.1% | -2.0% |
| 3M | +4.9% | +37.5% | -32.6% | -9.5% |
| 6M | -33.2% | +34.6% | -67.8% | -43.0% |
| YTD | -51.4% | +23.5% | -74.9% | -57.3% |
| 1Y | -52.0% | +34.4% | -86.4% | -59.9% |
| 3Y | -40.7% | +2.3% | -43.0% | -47.7% |
| 5Y | -41.7% | -41.7% | 0.0% | -30.8% |
| 10Y | +211.1% | +177.6% | +33.5% | +64.6% |
| All | +211.1% | +178.6% | +32.5% | +64.6% |
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