+65.5%
T vs INTU
+223.2%
-157.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.4% | -1.5% |
| 7D | -1.3% | -7.1% | +5.8% | -0.2% |
| 30D | +11.4% | +1.5% | +9.9% | +11.0% |
| 3M | +14.3% | +10.7% | +3.6% | +12.3% |
| 6M | -9.3% | -23.8% | +14.6% | -6.7% |
| YTD | +7.1% | -49.3% | +56.4% | +17.5% |
| 1Y | -9.1% | -49.7% | +40.6% | -0.3% |
| 3Y | +105.3% | -38.0% | +143.4% | +111.6% |
| 5Y | +66.8% | -38.7% | +105.5% | +66.1% |
| All | +65.5% | +223.2% | -157.7% | +6.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling