-34.4%
AAL vs INTU
-42.1%
+7.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.7% | -4.9% | -5.4% |
| 7D | +2.9% | -4.1% | +7.1% | +4.3% |
| 30D | +6.5% | +12.8% | -6.4% | +2.1% |
| 3M | -10.9% | +2.1% | -13.0% | -12.1% |
| 6M | +4.9% | -11.5% | +16.4% | +5.9% |
| YTD | -13.2% | -47.9% | +34.7% | +9.7% |
| 1Y | -1.1% | -47.7% | +46.6% | +24.4% |
| 3Y | +12.8% | -34.0% | +46.7% | +21.2% |
| 5Y | -34.4% | -43.5% | +9.1% | -35.9% |
| All | -34.4% | -42.1% | +7.7% | -35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling