+103.5%
V vs INTU
-42.1%
+145.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | +0.6% | -1.2% | +1.9% | +0.9% |
| 30D | +9.7% | +12.4% | -2.7% | +6.4% |
| 3M | +17.3% | +2.3% | +15.0% | +16.1% |
| 6M | +33.2% | -13.3% | +46.5% | +35.8% |
| YTD | +21.3% | -47.9% | +69.2% | +42.6% |
| 1Y | +27.3% | -47.2% | +74.5% | +48.8% |
| 3Y | +76.1% | -33.9% | +110.0% | +85.9% |
| 5Y | +103.5% | -41.3% | +144.8% | +108.1% |
| All | +103.5% | -42.1% | +145.5% | +108.1% |
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