+1,972.8%
STX vs INTU
+232.2%
+1,740.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -3.2% |
| 7D | +14.6% | +0.1% | +14.5% | +14.6% |
| 30D | -26.0% | +10.1% | -36.0% | -28.5% |
| 3M | -42.6% | -4.2% | -38.4% | -42.9% |
| 6M | -35.3% | -7.2% | -28.0% | -37.2% |
| YTD | +92.5% | -47.7% | +140.1% | +132.0% |
| 1Y | +102.4% | -46.7% | +149.1% | +141.3% |
| 3Y | +673.8% | -34.1% | +707.9% | +705.6% |
| 5Y | +463.1% | -43.3% | +506.3% | +500.4% |
| All | +1,972.8% | +232.2% | +1,740.6% | +715.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling