-42.6%
INTU vs FISV
-58.4%
+15.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.3% | +2.8% | +0.1% |
| 7D | -8.5% | -6.4% | -2.0% | -6.1% |
| 30D | -6.1% | -6.8% | +0.7% | -3.5% |
| 3M | +7.3% | -10.0% | +17.3% | +11.4% |
| 6M | -33.2% | -20.6% | -12.6% | -27.4% |
| YTD | -52.2% | -27.6% | -24.6% | -46.4% |
| 1Y | -52.7% | -64.3% | +11.7% | -36.1% |
| 3Y | -41.6% | -60.0% | +18.4% | -38.4% |
| 5Y | -42.6% | -57.7% | +15.1% | -47.3% |
| All | -42.6% | -58.4% | +15.8% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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