-50.4%
ORCL vs INTU
-46.8%
-3.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.6% |
| 7D | -6.5% | -1.2% | -5.3% | -6.4% |
| 30D | -16.6% | +12.4% | -29.0% | -18.5% |
| 3M | -21.6% | +2.3% | -23.9% | -22.3% |
| 6M | -39.4% | -13.3% | -26.0% | -37.7% |
| YTD | -38.7% | -47.9% | +9.2% | -31.8% |
| 1Y | -50.4% | -47.2% | -3.2% | -44.7% |
| All | -50.4% | -46.8% | -3.5% | -44.7% |
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