-64.8%
AAL vs INTU
+223.2%
-288.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.4% | +4.6% | +2.6% |
| 7D | -3.7% | -7.1% | +3.3% | -0.9% |
| 30D | -20.8% | +1.5% | -22.3% | -21.7% |
| 3M | -1.3% | +10.7% | -11.9% | -6.6% |
| 6M | +5.4% | -23.8% | +29.2% | +12.4% |
| YTD | -14.4% | -49.3% | +35.0% | +10.3% |
| 1Y | +2.1% | -49.7% | +51.8% | +31.6% |
| 3Y | -10.6% | -38.0% | +27.5% | +0.3% |
| 5Y | -32.2% | -38.7% | +6.5% | -28.2% |
| All | -64.8% | +223.2% | -288.0% | -83.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling