+504.0%
STX vs INTU
-41.3%
+545.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +0.6% | +9.3% | +9.9% |
| 7D | -1.0% | -3.9% | +3.0% | -0.4% |
| 30D | -26.8% | +12.0% | -38.7% | -28.4% |
| 3M | -32.7% | +2.3% | -35.0% | -33.7% |
| 6M | -33.7% | -12.1% | -21.7% | -33.2% |
| YTD | +101.0% | -47.5% | +148.5% | +141.6% |
| 1Y | +92.7% | -46.9% | +139.6% | +130.1% |
| 3Y | +708.7% | -33.5% | +742.2% | +742.5% |
| 5Y | +504.0% | -41.2% | +545.2% | +506.7% |
| All | +504.0% | -41.3% | +545.3% | +506.7% |
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