-55.8%
INTU vs FIG
-77.1%
+21.3%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | -0.2% |
| 7D | +0.1% | +3.4% | -3.3% | -0.8% |
| 30D | +10.1% | -9.5% | +19.5% | +12.1% |
| 3M | -4.2% | -26.2% | +22.0% | +2.1% |
| 6M | -7.2% | +2.7% | -9.9% | -8.5% |
| YTD | -47.7% | -48.0% | +0.3% | -45.3% |
| 1Y | -46.7% | -52.0% | +5.3% | -44.2% |
| All | -55.8% | -77.1% | +21.3% | -53.7% |
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 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