+61.8%
MSFT vs INTU
-42.1%
+103.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.6% |
| 7D | -2.4% | -4.1% | +1.7% | -0.8% |
| 30D | -3.8% | +12.8% | -16.6% | -8.7% |
| 3M | +6.4% | +2.1% | +4.3% | +4.4% |
| 6M | +28.8% | -11.5% | +40.2% | +30.8% |
| YTD | +8.8% | -47.9% | +56.8% | +38.9% |
| 1Y | +3.2% | -47.7% | +50.8% | +31.0% |
| 3Y | +44.8% | -34.0% | +78.7% | +56.5% |
| 5Y | +61.8% | -43.5% | +105.4% | +77.1% |
| All | +61.8% | -42.1% | +103.9% | +77.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling