+3,309.9%
V vs INTU
+1,398.9%
+1,911.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -3.0% |
| 7D | +2.9% | +7.1% | -4.2% | 0.0% |
| 30D | +14.0% | +23.0% | -9.0% | +4.2% |
| 3M | +14.9% | +8.7% | +6.2% | +9.8% |
| 6M | +31.7% | -10.1% | +41.8% | +33.0% |
| YTD | +21.2% | -45.7% | +66.9% | +50.6% |
| 1Y | +25.3% | -45.1% | +70.4% | +54.5% |
| 3Y | +77.5% | -26.9% | +104.4% | +82.7% |
| 5Y | +102.6% | -40.0% | +142.5% | +116.4% |
| 10Y | +464.3% | +265.4% | +198.9% | +129.4% |
| All | +3,309.9% | +1,398.9% | +1,911.0% | +567.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling