+123.8%
STX vs INTU
-46.5%
+170.3%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +3.5% | -11.6% | -6.7% |
| 7D | -20.2% | +8.7% | -28.9% | -17.2% |
| 30D | -37.2% | +25.9% | -63.1% | -30.8% |
| 3M | -34.1% | +10.7% | -44.8% | -30.1% |
| 6M | -24.5% | -11.6% | -12.9% | -19.4% |
| YTD | +102.9% | -45.4% | +148.3% | +115.2% |
| 1Y | +123.8% | -45.2% | +169.0% | +137.5% |
| All | +123.8% | -46.5% | +170.3% | +137.5% |
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 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