+14,280.4%
INTU vs TECH
+9,329.7%
+4,950.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.3% | -3.4% |
| 7D | -7.1% | +0.1% | -7.2% | -7.1% |
| 30D | +1.5% | +0.7% | +0.7% | +1.2% |
| 3M | +10.7% | +36.3% | -25.7% | +0.3% |
| 6M | -23.8% | +25.6% | -49.4% | -30.2% |
| YTD | -49.3% | +23.7% | -73.0% | -53.5% |
| 1Y | -49.7% | +37.6% | -87.3% | -55.5% |
| 3Y | -38.0% | -6.6% | -31.4% | -41.0% |
| 5Y | -38.7% | -42.2% | +3.5% | -33.1% |
| 10Y | +221.3% | +187.6% | +33.8% | +127.5% |
| All | +14,280.4% | +9,329.7% | +4,950.8% | +4,727.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling