+95.6%
F vs INTU
+221.9%
-126.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.4% | +4.8% | +2.5% |
| 7D | +5.3% | -7.1% | +12.4% | +7.7% |
| 30D | +4.6% | +1.5% | +3.1% | +3.8% |
| 3M | -3.7% | +10.7% | -14.3% | -7.5% |
| 6M | +16.8% | -23.8% | +40.7% | +23.2% |
| YTD | +15.3% | -49.3% | +64.6% | +40.4% |
| 1Y | +31.0% | -49.7% | +80.7% | +59.7% |
| 3Y | +45.4% | -38.0% | +83.5% | +56.1% |
| 5Y | +54.7% | -38.7% | +93.4% | +58.0% |
| All | +95.6% | +221.9% | -126.3% | +5.1% |
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 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