+523.3%
ON vs INTU
+232.2%
+291.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.1% | -3.9% |
| 7D | +12.2% | +0.1% | +12.2% | +12.2% |
| 30D | -3.1% | +10.1% | -13.2% | -9.0% |
| 3M | -12.9% | -4.2% | -8.7% | -12.9% |
| 6M | -38.6% | -7.2% | -31.4% | -41.7% |
| YTD | +31.2% | -47.7% | +78.9% | +74.9% |
| 1Y | +47.6% | -46.7% | +94.3% | +93.2% |
| 3Y | +6.6% | -34.1% | +40.7% | +12.6% |
| 5Y | +21.3% | -43.3% | +64.5% | +39.4% |
| All | +523.3% | +232.2% | +291.1% | +112.9% |
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