+216.0%
INTU vs FDX
+177.6%
+38.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.6% | -1.5% | -3.3% |
| 7D | -7.5% | -3.3% | -4.2% | -6.5% |
| 30D | -1.9% | -1.4% | -0.5% | -1.4% |
| 3M | +4.9% | -4.5% | +9.4% | +6.1% |
| 6M | -33.2% | +9.4% | -42.6% | -36.0% |
| YTD | -51.4% | +36.0% | -87.4% | -57.2% |
| 1Y | -52.0% | +75.5% | -127.5% | -61.5% |
| 3Y | -40.7% | +62.8% | -103.5% | -53.1% |
| 5Y | -41.7% | +64.4% | -106.1% | -55.6% |
| All | +216.0% | +177.6% | +38.3% | +78.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling