+72.2%
V vs INTU
-38.8%
+111.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | -0.1% |
| 7D | -1.7% | -7.1% | +5.4% | +0.2% |
| 30D | +2.0% | +1.5% | +0.5% | +1.4% |
| 3M | +17.4% | +10.7% | +6.7% | +13.6% |
| 6M | +17.5% | -23.8% | +41.3% | +23.8% |
| YTD | +7.6% | -49.3% | +56.9% | +27.7% |
| 1Y | +7.7% | -49.7% | +57.4% | +27.8% |
| 3Y | +54.7% | -38.0% | +92.7% | +66.8% |
| All | +72.2% | -38.8% | +111.0% | +70.0% |
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