+209.9%
ON vs INTU
+1,984.8%
-1,774.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +2.5% |
| 7D | +2.4% | -7.1% | +9.5% | +5.9% |
| 30D | -3.3% | +1.5% | -4.7% | -4.8% |
| 3M | -43.6% | +10.7% | -54.2% | -48.1% |
| 6M | +19.0% | -23.8% | +42.8% | +23.7% |
| YTD | +37.4% | -49.3% | +86.7% | +71.5% |
| 1Y | +54.8% | -49.7% | +104.4% | +93.6% |
| 3Y | -25.2% | -38.0% | +12.8% | -17.3% |
| 5Y | +62.7% | -38.7% | +101.5% | +80.7% |
| 10Y | +574.3% | +221.3% | +353.0% | +268.4% |
| All | +209.9% | +1,984.8% | -1,774.9% | -22.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling