+244.8%
ORCL vs INTU
+247.3%
-2.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.8% | +4.6% | +2.2% |
| 7D | -11.2% | +0.1% | -11.3% | -11.4% |
| 30D | -18.8% | +15.4% | -34.3% | -23.7% |
| 3M | -18.8% | +6.6% | -25.4% | -22.0% |
| 6M | -39.7% | -11.3% | -28.4% | -39.4% |
| YTD | -39.6% | -47.7% | +8.1% | -25.3% |
| 1Y | -51.7% | -47.0% | -4.7% | -40.8% |
| 3Y | +10.2% | -29.9% | +40.2% | +17.9% |
| 5Y | +30.8% | -42.2% | +73.0% | +45.4% |
| All | +244.8% | +247.3% | -2.5% | +84.5% |
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