+449.7%
V vs INTU
+247.3%
+202.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.8% | +3.8% | +1.5% |
| 7D | +2.2% | +0.1% | +2.1% | +2.1% |
| 30D | +13.6% | +15.4% | -1.8% | +7.1% |
| 3M | +14.3% | +6.6% | +7.7% | +10.5% |
| 6M | +33.1% | -11.3% | +44.4% | +35.1% |
| YTD | +21.2% | -47.7% | +69.0% | +52.1% |
| 1Y | +26.4% | -47.0% | +73.5% | +57.4% |
| 3Y | +77.6% | -29.9% | +107.5% | +84.8% |
| 5Y | +102.6% | -42.2% | +144.8% | +120.4% |
| All | +449.7% | +247.3% | +202.4% | +116.2% |
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