-8.2%
AAL vs INTU
-37.9%
+29.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.4% | +4.6% | +1.9% |
| 7D | -3.7% | -7.1% | +3.3% | -2.4% |
| 30D | -20.8% | +1.5% | -22.3% | -21.2% |
| 3M | -1.3% | +10.7% | -11.9% | -3.9% |
| 6M | +5.4% | -23.8% | +29.2% | +10.4% |
| YTD | -14.4% | -49.3% | +35.0% | +6.0% |
| 1Y | +2.1% | -49.7% | +51.8% | +26.5% |
| All | -8.2% | -37.9% | +29.7% | -5.9% |
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