+235.3%
INTU vs FDX
+160.0%
+75.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.5% | -4.4% | -2.1% |
| 7D | -3.9% | +0.2% | -4.1% | -4.0% |
| 30D | +11.7% | +9.3% | +2.4% | +8.5% |
| 3M | +4.5% | +0.5% | +4.0% | +4.4% |
| 6M | -13.9% | +5.3% | -19.2% | -15.7% |
| YTD | -48.2% | +38.6% | -86.8% | -54.7% |
| 1Y | -47.1% | +53.5% | -100.7% | -55.5% |
| 3Y | -32.5% | +74.2% | -106.7% | -47.9% |
| 5Y | -42.6% | +75.3% | -117.8% | -57.1% |
| 10Y | +235.3% | +156.3% | +79.0% | +98.1% |
| All | +235.3% | +160.0% | +75.3% | +98.1% |
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