+78.4%
V vs INTU
-33.0%
+111.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.8% | +0.1% |
| 7D | -0.8% | -3.9% | +3.2% | -0.1% |
| 30D | +9.5% | +11.7% | -2.2% | +7.3% |
| 3M | +16.7% | +4.5% | +12.2% | +15.5% |
| 6M | +32.9% | -13.9% | +46.8% | +34.9% |
| YTD | +21.1% | -48.2% | +69.3% | +37.0% |
| 1Y | +26.6% | -47.1% | +73.8% | +42.5% |
| 3Y | +78.4% | -32.5% | +110.9% | +86.8% |
| All | +78.4% | -33.0% | +111.4% | +86.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling