+9.3%
ORCL vs INTU
-27.0%
+36.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.5% | -6.4% | -6.8% |
| 7D | -17.5% | +7.1% | -24.6% | -19.2% |
| 30D | -20.2% | +23.0% | -43.2% | -25.3% |
| 3M | -19.9% | +8.7% | -28.7% | -22.7% |
| 6M | -37.4% | -10.1% | -27.3% | -36.5% |
| YTD | -40.1% | -45.7% | +5.6% | -25.7% |
| 1Y | -53.4% | -45.1% | -8.3% | -42.5% |
| All | +9.3% | -27.0% | +36.3% | +12.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling