+452.4%
ON vs INTU
+247.3%
+205.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.8% | +4.2% | +2.5% |
| 7D | -11.7% | +0.1% | -11.8% | -11.9% |
| 30D | -23.3% | +15.4% | -38.7% | -29.9% |
| 3M | -19.2% | +6.6% | -25.8% | -24.2% |
| 6M | -40.1% | -11.3% | -28.8% | -41.9% |
| YTD | +16.9% | -47.7% | +64.6% | +55.9% |
| 1Y | +29.7% | -47.0% | +76.8% | +70.6% |
| 3Y | -4.4% | -29.9% | +25.5% | -3.8% |
| 5Y | +7.1% | -42.2% | +49.3% | +21.3% |
| All | +452.4% | +247.3% | +205.1% | +91.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling