-34.1%
INTU vs FE
+50.7%
-84.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.6% | +0.4% |
| 7D | +0.1% | +1.2% | -1.2% | 0.0% |
| 30D | +10.1% | +4.5% | +5.5% | +9.9% |
| 3M | -4.2% | +1.3% | -5.5% | -4.4% |
| 6M | -7.2% | +8.7% | -15.9% | -7.4% |
| YTD | -47.7% | +9.2% | -56.9% | -48.1% |
| 1Y | -46.7% | +7.0% | -53.7% | -47.0% |
| 3Y | -34.1% | +51.4% | -85.5% | -39.7% |
| All | -34.1% | +50.7% | -84.7% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 3y: compounded portfolio wealth divided by compounded FE 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…
3y analysis · Full analysis span regression · 6 months rolling