+2,038.9%
STX vs INTU
+230.7%
+1,808.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.0% |
| 7D | +16.8% | -4.1% | +21.0% | +18.2% |
| 30D | -27.0% | +12.8% | -39.9% | -30.1% |
| 3M | -37.9% | +2.1% | -40.0% | -39.5% |
| 6M | -32.5% | -11.5% | -21.0% | -33.3% |
| YTD | +98.6% | -47.9% | +146.5% | +139.7% |
| 1Y | +93.6% | -47.7% | +141.3% | +132.8% |
| 3Y | +699.1% | -34.0% | +733.0% | +730.4% |
| 5Y | +481.0% | -43.5% | +524.6% | +520.3% |
| All | +2,038.9% | +230.7% | +1,808.2% | +743.0% |
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 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