+588.0%
STX vs INTU
-29.7%
+617.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.8% | +2.6% | -1.6% |
| 7D | -28.5% | +0.1% | -28.6% | -28.4% |
| 30D | -42.9% | +15.4% | -58.3% | -42.2% |
| 3M | -45.9% | +6.6% | -52.5% | -45.5% |
| 6M | -41.3% | -11.3% | -30.0% | -39.5% |
| YTD | +67.9% | -47.7% | +115.7% | +98.3% |
| 1Y | +66.5% | -47.0% | +113.5% | +95.5% |
| 3Y | +588.0% | -29.9% | +617.9% | +591.1% |
| All | +588.0% | -29.7% | +617.7% | +591.1% |
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