+23,375.5%
ORCL vs INTU
+16,502.9%
+6,872.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.4% | +6.4% | +4.2% |
| 7D | +5.3% | -7.1% | +12.3% | +7.9% |
| 30D | +10.0% | +1.5% | +8.5% | +9.1% |
| 3M | -32.6% | +10.7% | -43.2% | -35.7% |
| 6M | +4.9% | -23.8% | +28.8% | +11.8% |
| YTD | -17.8% | -49.3% | +31.6% | +0.2% |
| 1Y | -28.0% | -49.7% | +21.7% | -12.4% |
| 3Y | +36.0% | -38.0% | +74.0% | +52.5% |
| 5Y | +88.7% | -38.7% | +127.5% | +105.0% |
| 10Y | +346.9% | +221.3% | +125.6% | +169.3% |
| All | +23,375.5% | +16,502.9% | +6,872.6% | +3,605.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling