+71.6%
STX vs INTU
-46.8%
+118.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.5% | -0.6% |
| 7D | -17.3% | -1.2% | -16.0% | -17.6% |
| 30D | -35.9% | +12.4% | -48.4% | -32.4% |
| 3M | -37.3% | +2.3% | -39.6% | -35.6% |
| 6M | -35.8% | -13.3% | -22.5% | -32.7% |
| YTD | +82.7% | -47.9% | +130.6% | +89.4% |
| 1Y | +71.6% | -47.2% | +118.8% | +78.7% |
| All | +71.6% | -46.8% | +118.5% | +78.7% |
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