+211.0%
INTU vs FDX
+173.3%
+37.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.1% |
| 7D | -8.5% | -2.3% | -6.1% | -7.7% |
| 30D | -6.1% | -4.9% | -1.2% | -4.5% |
| 3M | +7.3% | -6.5% | +13.8% | +9.3% |
| 6M | -33.2% | +6.7% | -39.9% | -35.5% |
| YTD | -52.2% | +33.9% | -86.0% | -57.7% |
| 1Y | -52.7% | +72.2% | -124.9% | -61.8% |
| 3Y | -41.6% | +60.2% | -101.9% | -53.6% |
| 5Y | -42.6% | +62.9% | -105.6% | -56.2% |
| 10Y | +211.0% | +178.8% | +32.2% | +76.2% |
| All | +211.0% | +173.3% | +37.8% | +76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded FDX 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling