+1,145.2%
T vs INTU
+17,690.3%
-16,545.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | +4.3% | +7.1% | -2.8% | +3.5% |
| 30D | -9.7% | +23.0% | -32.7% | -11.7% |
| 3M | -4.3% | +8.7% | -13.0% | -5.3% |
| 6M | -13.7% | -10.1% | -3.6% | -13.3% |
| YTD | -8.0% | -45.7% | +37.7% | -2.9% |
| 1Y | -6.9% | -45.1% | +38.2% | -1.9% |
| 3Y | +59.7% | -26.9% | +86.6% | +61.1% |
| 5Y | +53.4% | -40.0% | +93.4% | +55.5% |
| 10Y | +58.2% | +265.4% | -207.2% | +29.8% |
| All | +1,145.2% | +17,690.3% | -16,545.1% | +671.1% |
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 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