+243.1%
INTU vs USB
+92.8%
+150.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.6% |
| 7D | +0.1% | 0.0% | +0.1% | +0.2% |
| 30D | +15.4% | +5.8% | +9.6% | +13.1% |
| 3M | +6.6% | -6.0% | +12.5% | +9.0% |
| 6M | -11.3% | +7.8% | -19.1% | -14.2% |
| YTD | -47.7% | +14.6% | -62.3% | -50.9% |
| 1Y | -47.0% | +31.8% | -78.8% | -52.9% |
| 3Y | -29.9% | +91.5% | -121.5% | -47.5% |
| 5Y | -42.2% | +22.0% | -64.3% | -49.3% |
| All | +243.1% | +92.8% | +150.3% | +137.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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