+7,751.3%
INTU vs FE
+566.1%
+7,185.2%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | +7.1% | +0.6% | +6.6% | +7.0% |
| 30D | +23.0% | +6.4% | +16.6% | +20.7% |
| 3M | +8.7% | -0.5% | +9.2% | +8.8% |
| 6M | -10.1% | +4.7% | -14.9% | -11.5% |
| YTD | -45.7% | +8.4% | -54.0% | -47.4% |
| 1Y | -45.1% | +7.2% | -52.3% | -46.7% |
| 3Y | -26.9% | +44.9% | -71.8% | -36.5% |
| 5Y | -40.0% | +46.3% | -86.2% | -48.2% |
| 10Y | +265.4% | +110.3% | +155.1% | +176.8% |
| All | +7,751.3% | +566.1% | +7,185.2% | +5,623.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling