+211.1%
INTU vs FHN
+126.5%
+84.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -3.1% | -3.9% |
| 7D | -7.5% | +2.7% | -10.2% | -8.1% |
| 30D | -1.9% | -3.1% | +1.2% | -1.3% |
| 3M | +4.9% | +2.3% | +2.5% | +4.2% |
| 6M | -33.2% | +9.7% | -43.0% | -34.9% |
| YTD | -51.4% | +4.7% | -56.1% | -52.2% |
| 1Y | -52.0% | +13.8% | -65.7% | -53.8% |
| 3Y | -40.7% | +131.6% | -172.3% | -52.1% |
| 5Y | -41.7% | +91.1% | -132.9% | -53.2% |
| 10Y | +211.1% | +126.6% | +84.5% | +107.1% |
| All | +211.1% | +126.5% | +84.6% | +107.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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