+79.8%
F vs INTU
+247.3%
-167.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.0% | +0.5% |
| 7D | +1.6% | +0.1% | +1.4% | +1.5% |
| 30D | +2.6% | +15.4% | -12.8% | -2.1% |
| 3M | -8.8% | +6.6% | -15.4% | -11.2% |
| 6M | +4.6% | -11.3% | +15.9% | +5.5% |
| YTD | -1.9% | -47.7% | +45.8% | +17.8% |
| 1Y | -0.8% | -47.0% | +46.3% | +18.5% |
| 3Y | +43.5% | -29.9% | +73.4% | +46.4% |
| 5Y | -12.1% | -42.2% | +30.2% | -7.8% |
| All | +79.8% | +247.3% | -167.5% | +2.3% |
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