+246.0%
ORCL vs INTU
+236.7%
+9.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.7% |
| 7D | -6.5% | -1.2% | -5.3% | -6.2% |
| 30D | -16.6% | +12.4% | -29.0% | -20.8% |
| 3M | -21.6% | +2.3% | -23.9% | -23.5% |
| 6M | -39.4% | -13.3% | -26.0% | -38.4% |
| YTD | -38.7% | -47.9% | +9.2% | -24.1% |
| 1Y | -50.4% | -47.2% | -3.2% | -39.0% |
| 3Y | +8.1% | -33.9% | +42.0% | +18.4% |
| 5Y | +34.5% | -41.3% | +75.9% | +48.5% |
| 10Y | +246.0% | +237.9% | +8.1% | +86.0% |
| All | +246.0% | +236.7% | +9.3% | +86.0% |
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