+108.3%
V vs INTU
-43.4%
+151.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.8% | +1.2% |
| 7D | +0.9% | +0.1% | +0.9% | +0.9% |
| 30D | +9.0% | +10.1% | -1.1% | +6.2% |
| 3M | +16.7% | -4.2% | +20.9% | +17.6% |
| 6M | +33.4% | -7.2% | +40.7% | +33.4% |
| YTD | +22.4% | -47.7% | +70.0% | +43.7% |
| 1Y | +27.7% | -46.7% | +74.4% | +48.9% |
| 3Y | +78.0% | -34.1% | +112.0% | +88.1% |
| All | +108.3% | -43.4% | +151.7% | +114.7% |
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