+1,349.2%
T vs INTU
+16,502.9%
-15,153.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.4% | -1.6% |
| 7D | -1.3% | -7.1% | +5.8% | -0.5% |
| 30D | +11.4% | +1.5% | +9.9% | +11.1% |
| 3M | +14.3% | +10.7% | +3.6% | +12.8% |
| 6M | -9.3% | -23.8% | +14.6% | -7.4% |
| YTD | +7.1% | -49.3% | +56.4% | +13.9% |
| 1Y | -9.1% | -49.7% | +40.6% | -3.3% |
| 3Y | +105.3% | -38.0% | +143.4% | +111.0% |
| 5Y | +66.8% | -38.7% | +105.5% | +68.6% |
| 10Y | +66.8% | +221.3% | -154.5% | +38.7% |
| All | +1,349.2% | +16,502.9% | -15,153.7% | +804.8% |
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