+209.1%
INTU vs CRS
+1,409.1%
-1,200.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.9% | +0.1% |
| 7D | -9.2% | -4.1% | -5.0% | -8.4% |
| 30D | -7.0% | -16.6% | +9.5% | -3.9% |
| 3M | +10.5% | -14.3% | +24.8% | +12.8% |
| 6M | -30.6% | +11.6% | -42.2% | -33.8% |
| YTD | -52.3% | +42.6% | -94.9% | -57.3% |
| 1Y | -51.8% | +81.8% | -133.6% | -59.6% |
| 3Y | -41.8% | +632.1% | -673.9% | -66.3% |
| 5Y | -42.8% | +1,401.6% | -1,444.5% | -72.9% |
| All | +209.1% | +1,409.1% | -1,200.0% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CRS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling