-58.9%
INTU vs FIG
-73.2%
+14.3%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.7% | +1.5% | -2.8% |
| 7D | -7.5% | -16.4% | +8.8% | -3.5% |
| 30D | -1.9% | -2.3% | +0.4% | -1.9% |
| 3M | +4.9% | +7.8% | -3.0% | +1.4% |
| 6M | -33.2% | -21.8% | -11.4% | -32.8% |
| YTD | -51.4% | -39.1% | -12.3% | -50.8% |
| 1Y | -52.0% | -56.6% | +4.7% | -51.0% |
| All | -58.9% | -73.2% | +14.3% | -58.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling