+41.1%
TSLA vs INTU
-38.8%
+79.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.4% | -2.6% | -4.1% |
| 7D | +1.5% | -7.1% | +8.6% | +5.6% |
| 30D | +10.1% | +1.5% | +8.7% | +9.0% |
| 3M | -15.4% | +10.7% | -26.0% | -21.2% |
| 6M | -12.8% | -23.8% | +11.1% | -4.1% |
| YTD | -21.3% | -49.3% | +28.0% | +13.1% |
| 1Y | +4.6% | -49.7% | +54.3% | +50.1% |
| 3Y | +44.5% | -38.0% | +82.5% | +71.8% |
| All | +41.1% | -38.8% | +79.9% | +57.7% |
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