+14,729.7%
INTU vs TECH
+9,375.2%
+5,354.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.2% |
| 6M | -11.3% | +54.0% | -65.3% | -22.6% |
| YTD | -47.7% | +24.3% | -72.0% | -52.1% |
| 1Y | -47.0% | +25.8% | -72.8% | -51.7% |
| 3Y | -29.9% | +26.0% | -55.9% | -38.7% |
| 5Y | -42.2% | -40.1% | -2.1% | -37.5% |
| 10Y | +251.7% | +210.6% | +41.1% | +144.4% |
| All | +14,729.7% | +9,375.2% | +5,354.4% | +4,871.8% |
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