+73.2%
STX vs INTU
-47.2%
+120.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.0% | +10.8% | +9.4% |
| 7D | -14.8% | -3.9% | -10.8% | -16.0% |
| 30D | -35.4% | +11.7% | -47.1% | -32.0% |
| 3M | -37.7% | +4.5% | -42.2% | -35.5% |
| 6M | -35.2% | -13.9% | -21.4% | -32.3% |
| YTD | +84.4% | -48.2% | +132.6% | +90.6% |
| All | +73.2% | -47.2% | +120.4% | +79.8% |
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