+8,757.3%
STX vs INTU
+1,548.6%
+7,208.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -0.5% | -15.7% | -16.1% |
| 7D | -33.4% | +7.1% | -40.5% | -35.4% |
| 30D | -42.1% | +23.0% | -65.1% | -47.2% |
| 3M | -44.3% | +8.7% | -53.0% | -47.6% |
| 6M | -39.4% | -10.1% | -29.3% | -41.3% |
| YTD | +70.0% | -45.7% | +115.6% | +100.7% |
| 1Y | +70.2% | -45.1% | +115.3% | +99.5% |
| 3Y | +585.2% | -26.9% | +612.1% | +576.8% |
| 5Y | +455.7% | -40.0% | +495.6% | +476.7% |
| 10Y | +2,007.9% | +265.4% | +1,742.5% | +745.9% |
| All | +8,757.3% | +1,548.6% | +7,208.7% | +1,518.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling