+484.0%
V vs INTU
+232.2%
+251.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.8% | +1.1% |
| 7D | +0.9% | +0.1% | +0.9% | +0.9% |
| 30D | +9.0% | +10.1% | -1.1% | +4.8% |
| 3M | +16.7% | -4.2% | +20.9% | +17.9% |
| 6M | +33.4% | -7.2% | +40.7% | +33.0% |
| YTD | +22.4% | -47.7% | +70.0% | +53.4% |
| 1Y | +27.7% | -46.7% | +74.4% | +58.5% |
| 3Y | +78.0% | -34.1% | +112.0% | +91.1% |
| 5Y | +108.5% | -43.3% | +151.8% | +129.6% |
| All | +484.0% | +232.2% | +251.8% | +137.8% |
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 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