+14,280.4%
INTU vs FDX
+3,458.8%
+10,821.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -3.2% |
| 7D | -7.1% | -2.5% | -4.6% | -6.2% |
| 30D | +1.5% | +3.8% | -2.3% | +0.1% |
| 3M | +10.7% | -1.3% | +12.0% | +10.7% |
| 6M | -23.8% | +5.0% | -28.9% | -26.3% |
| YTD | -49.3% | +39.6% | -88.9% | -56.1% |
| 1Y | -49.7% | +81.1% | -130.8% | -60.5% |
| 3Y | -38.0% | +63.0% | -101.1% | -51.3% |
| 5Y | -38.7% | +65.6% | -104.3% | -53.4% |
| 10Y | +221.3% | +183.4% | +38.0% | +86.0% |
| All | +14,280.4% | +3,458.8% | +10,821.7% | +3,443.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling