-38.1%
INTU vs USB
+95.2%
-133.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -3.3% |
| 7D | -7.1% | +1.4% | -8.5% | -7.4% |
| 30D | +1.5% | -1.3% | +2.8% | +1.7% |
| 3M | +10.7% | +15.2% | -4.6% | +6.3% |
| 6M | -23.8% | +18.8% | -42.7% | -27.8% |
| YTD | -49.3% | +21.0% | -70.3% | -52.4% |
| 1Y | -49.7% | +34.0% | -83.7% | -54.4% |
| All | -38.1% | +95.2% | -133.3% | -51.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling