-43.2%
INTU vs FISV
-36.7%
-6.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.7% | -3.3% | -1.0% |
| 7D | +0.1% | +1.4% | -1.4% | -0.6% |
| 30D | +10.1% | +38.4% | -28.4% | -3.5% |
| 3M | -4.2% | +14.9% | -19.1% | -9.7% |
| 6M | -7.2% | +21.8% | -29.0% | -14.5% |
| YTD | -47.7% | -5.0% | -42.6% | -47.4% |
| 1Y | -46.7% | -1.2% | -45.5% | -47.1% |
| 3Y | -34.1% | -47.5% | +13.5% | -39.8% |
| All | -43.2% | -36.7% | -6.5% | -57.3% |
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