-49.5%
ORCL vs INTU
-46.5%
-3.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.5% | -5.4% | -2.4% |
| 7D | -14.4% | +8.7% | -23.1% | -15.5% |
| 30D | -12.8% | +25.9% | -38.7% | -16.4% |
| 3M | -14.8% | +10.7% | -25.5% | -16.6% |
| 6M | -30.9% | -11.6% | -19.3% | -28.8% |
| YTD | -35.7% | -45.4% | +9.7% | -28.8% |
| 1Y | -49.5% | -45.2% | -4.2% | -44.2% |
| All | -49.5% | -46.5% | -3.0% | -44.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling