+8.6%
MSFT vs INTU
-47.2%
+55.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.0% | +3.7% | +3.0% |
| 7D | +7.5% | -3.9% | +11.4% | +8.5% |
| 30D | +1.9% | +11.7% | -9.8% | -1.2% |
| 3M | +9.2% | +4.5% | +4.8% | +7.4% |
| 6M | +31.9% | -13.9% | +45.7% | +33.9% |
| YTD | +13.4% | -48.2% | +61.7% | +30.8% |
| All | +8.6% | -47.2% | +55.8% | +25.6% |
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