+3.3%
MSFT vs INTU
-46.8%
+50.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.4% |
| 7D | -6.2% | -3.9% | -2.3% | -5.4% |
| 30D | -3.7% | +12.0% | -15.7% | -6.6% |
| 3M | +3.6% | +2.3% | +1.3% | +2.5% |
| 6M | +26.8% | -12.1% | +38.9% | +28.0% |
| YTD | +8.4% | -47.5% | +56.0% | +24.5% |
| 1Y | +3.3% | -46.9% | +50.2% | +19.0% |
| All | +3.3% | -46.8% | +50.1% | +19.0% |
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