+14,280.4%
INTU vs USB
+4,398.8%
+9,881.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -3.3% |
| 7D | -7.1% | +1.4% | -8.5% | -7.5% |
| 30D | +1.5% | -1.3% | +2.8% | +1.8% |
| 3M | +10.7% | +15.2% | -4.6% | +5.3% |
| 6M | -23.8% | +18.8% | -42.7% | -28.7% |
| YTD | -49.3% | +21.0% | -70.3% | -52.9% |
| 1Y | -49.7% | +34.0% | -83.7% | -54.9% |
| 3Y | -38.0% | +95.3% | -133.3% | -52.0% |
| 5Y | -38.7% | +40.4% | -79.1% | -47.9% |
| 10Y | +221.3% | +107.3% | +114.0% | +128.8% |
| All | +14,280.4% | +4,398.8% | +9,881.7% | +3,304.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling