+1,184.4%
STX vs INTU
-37.9%
+1,222.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.4% | +9.7% | +6.2% |
| 7D | +2.4% | -7.1% | +9.4% | +2.1% |
| 30D | +1.4% | +1.5% | -0.1% | +1.3% |
| 3M | -8.2% | +10.7% | -18.9% | -7.7% |
| 6M | +127.0% | -23.8% | +150.9% | +136.4% |
| YTD | +209.1% | -49.3% | +258.5% | +261.6% |
| 1Y | +365.4% | -49.7% | +415.1% | +443.8% |
| All | +1,184.4% | -37.9% | +1,222.3% | +1,246.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling