+69.0%
F vs INTU
+240.8%
-171.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.9% | -0.4% |
| 7D | -2.1% | -3.9% | +1.8% | -0.9% |
| 30D | +3.3% | +12.0% | -8.7% | -0.5% |
| 3M | -11.3% | +2.3% | -13.6% | -12.5% |
| 6M | +5.3% | -12.1% | +17.4% | +6.6% |
| YTD | -2.2% | -47.5% | +45.3% | +17.3% |
| 1Y | -3.5% | -46.9% | +43.3% | +15.0% |
| 3Y | +49.5% | -33.5% | +83.0% | +56.1% |
| 5Y | -13.5% | -41.2% | +27.7% | -9.9% |
| 10Y | +69.0% | +233.5% | -164.5% | -3.1% |
| All | +69.0% | +240.8% | -171.8% | -3.1% |
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