-55.8%
INTU vs FIG
-77.9%
+22.1%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.0% | -5.8% | -4.3% |
| 7D | +0.1% | -13.1% | +13.2% | +3.2% |
| 30D | +15.4% | -13.0% | +28.4% | +18.8% |
| 3M | +6.6% | -21.5% | +28.1% | +11.9% |
| 6M | -11.3% | -2.5% | -8.8% | -11.4% |
| YTD | -47.7% | -49.7% | +1.9% | -44.8% |
| 1Y | -47.0% | -59.1% | +12.1% | -43.8% |
| All | -55.8% | -77.9% | +22.1% | -53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling