+365.4%
STX vs INTU
-49.4%
+414.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.4% | +9.7% | +5.2% |
| 7D | +2.4% | -7.1% | +9.4% | -0.1% |
| 30D | +1.4% | +1.5% | -0.1% | +2.3% |
| 3M | -8.2% | +10.7% | -18.9% | -2.2% |
| 6M | +127.0% | -23.8% | +150.9% | +130.3% |
| YTD | +209.1% | -49.3% | +258.5% | +207.2% |
| 1Y | +365.4% | -49.7% | +415.1% | +365.3% |
| All | +365.4% | -49.4% | +414.8% | +365.3% |
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