-42.2%
INTU vs TECH
-40.1%
-2.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -3.9% | -3.8% |
| 7D | +0.1% | +0.2% | 0.0% | +0.1% |
| 30D | +15.4% | +0.3% | +15.1% | +15.3% |
| 3M | +6.6% | +1.3% | +5.2% | +6.1% |
| 6M | -11.3% | +54.0% | -65.3% | -25.1% |
| YTD | -47.7% | +24.3% | -72.0% | -53.0% |
| 1Y | -47.0% | +25.8% | -72.8% | -52.8% |
| 3Y | -29.9% | +26.0% | -55.9% | -44.2% |
| All | -42.2% | -40.1% | -2.1% | -22.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling