+52.3%
MSFT vs INTU
-29.7%
+82.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.8% | +2.8% | 0.0% |
| 7D | +1.7% | +0.1% | +1.5% | +1.6% |
| 30D | +0.2% | +15.4% | -15.3% | -4.1% |
| 3M | +6.4% | +6.6% | -0.2% | +3.7% |
| 6M | +28.7% | -11.3% | +40.0% | +30.1% |
| YTD | +10.4% | -47.7% | +58.1% | +31.6% |
| 1Y | +7.6% | -47.0% | +54.6% | +27.5% |
| 3Y | +52.3% | -29.9% | +82.2% | +57.1% |
| All | +52.3% | -29.7% | +82.0% | +57.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling