+19.7%
AAL vs INTU
-33.1%
+52.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.2% |
| 7D | +3.4% | -3.9% | +7.4% | +4.2% |
| 30D | +11.7% | +12.0% | -0.3% | +9.5% |
| 3M | -7.8% | +2.3% | -10.1% | -8.4% |
| 6M | +10.2% | -12.1% | +22.3% | +11.6% |
| YTD | -8.0% | -47.5% | +39.5% | +12.7% |
| 1Y | +8.5% | -46.9% | +55.4% | +32.1% |
| All | +19.7% | -33.1% | +52.8% | +24.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling