+3.7%
F vs INTU
-46.5%
+50.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.5% | -0.5% | +2.9% |
| 7D | +6.0% | +8.7% | -2.6% | +6.0% |
| 30D | +4.3% | +25.9% | -21.6% | +4.4% |
| 3M | -10.1% | +10.7% | -20.8% | -10.1% |
| 6M | +12.8% | -11.6% | +24.3% | +10.4% |
| YTD | -0.1% | -45.4% | +45.3% | +5.4% |
| 1Y | +3.7% | -45.2% | +48.9% | +9.1% |
| All | +3.7% | -46.5% | +50.2% | +9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling