+7,227.2%
INTU vs FE
+561.4%
+6,665.8%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -3.2% |
| 7D | -7.1% | +1.9% | -9.0% | -7.6% |
| 30D | +1.5% | -1.2% | +2.6% | +1.7% |
| 3M | +10.7% | +3.5% | +7.2% | +9.3% |
| 6M | -23.8% | -6.1% | -17.8% | -22.6% |
| YTD | -49.3% | +7.6% | -56.9% | -50.8% |
| 1Y | -49.7% | +11.9% | -61.6% | -51.9% |
| 3Y | -38.0% | +48.4% | -86.4% | -46.7% |
| 5Y | -38.7% | +44.8% | -83.5% | -47.0% |
| 10Y | +221.3% | +115.9% | +105.5% | +141.3% |
| All | +7,227.2% | +561.4% | +6,665.8% | +5,249.7% |
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 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