-59.6%
INTU vs FIG
-74.1%
+14.5%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.3% | +1.7% | -0.8% |
| 7D | -8.5% | -14.5% | +6.0% | -4.9% |
| 30D | -6.1% | -13.3% | +7.2% | -3.3% |
| 3M | +7.3% | +7.4% | -0.1% | +3.9% |
| 6M | -33.2% | -27.8% | -5.4% | -31.8% |
| YTD | -52.2% | -41.1% | -11.1% | -51.2% |
| 1Y | -52.7% | -58.7% | +6.0% | -51.3% |
| All | -59.6% | -74.1% | +14.5% | -58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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