-34.1%
INTU vs TECH
+29.6%
-63.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +10.0% |
| 3M | -4.2% | +1.1% | -5.3% | -4.4% |
| 6M | -7.2% | +62.8% | -70.1% | -16.3% |
| YTD | -47.7% | +24.5% | -72.1% | -50.5% |
| 1Y | -46.7% | +20.6% | -67.3% | -49.3% |
| 3Y | -34.1% | +29.5% | -63.5% | -41.1% |
| All | -34.1% | +29.6% | -63.7% | -41.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling