+9.0%
MSFT vs INTU
-46.5%
+55.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +3.5% | +3.2% | +5.9% |
| 7D | +4.7% | +8.7% | -4.0% | +2.6% |
| 30D | +5.8% | +25.9% | -20.0% | -0.4% |
| 3M | +13.0% | +10.7% | +2.3% | +9.6% |
| 6M | +34.9% | -11.6% | +46.5% | +36.5% |
| YTD | +15.7% | -45.4% | +61.1% | +32.3% |
| 1Y | +9.0% | -45.2% | +54.2% | +24.5% |
| All | +9.0% | -46.5% | +55.5% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 1y: compounded portfolio wealth divided by compounded INTU 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…
1y analysis · Full analysis span regression · 6 months rolling