+93.6%
STX vs INTU
-47.4%
+141.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.5% |
| 7D | +16.8% | -4.1% | +21.0% | +14.9% |
| 30D | -27.0% | +12.8% | -39.9% | -23.0% |
| 3M | -37.9% | +2.1% | -40.0% | -36.2% |
| 6M | -32.5% | -11.5% | -21.0% | -29.0% |
| YTD | +98.6% | -47.9% | +146.5% | +107.6% |
| 1Y | +93.6% | -47.7% | +141.3% | +102.9% |
| All | +93.6% | -47.4% | +141.0% | +102.9% |
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 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