+1,069.0%
STX vs INTU
-38.3%
+1,107.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.4% | +9.7% | +7.0% |
| 7D | +2.4% | -7.1% | +9.4% | +3.8% |
| 30D | +1.4% | +1.5% | -0.1% | +0.5% |
| 3M | -8.2% | +10.7% | -18.9% | -11.6% |
| 6M | +127.0% | -23.8% | +150.9% | +137.0% |
| YTD | +209.1% | -49.3% | +258.5% | +275.8% |
| 1Y | +365.4% | -49.7% | +415.1% | +465.1% |
| 3Y | +1,135.4% | -38.0% | +1,173.4% | +1,221.6% |
| All | +1,069.0% | -38.3% | +1,107.4% | +1,051.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling