-65.4%
AAL vs INTU
+251.7%
-317.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.0% | +8.4% | +7.8% |
| 7D | +8.3% | -3.9% | +12.2% | +10.0% |
| 30D | +11.0% | +11.7% | -0.7% | +5.9% |
| 3M | -11.2% | +4.5% | -15.6% | -13.7% |
| 6M | +6.1% | -13.9% | +19.9% | +8.2% |
| YTD | -7.6% | -48.2% | +40.6% | +17.3% |
| 1Y | +3.7% | -47.1% | +50.9% | +30.1% |
| 3Y | +20.5% | -32.5% | +53.0% | +29.0% |
| 5Y | -36.4% | -42.6% | +6.2% | -30.1% |
| 10Y | -65.4% | +235.3% | -300.7% | -83.7% |
| All | -65.4% | +251.7% | -317.1% | -83.7% |
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 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