+211.1%
INTU vs FITB
+285.0%
-73.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.5% | -3.9% |
| 7D | -7.5% | +2.8% | -10.4% | -8.4% |
| 30D | -1.9% | -4.5% | +2.6% | -0.6% |
| 3M | +4.9% | +5.7% | -0.8% | +2.7% |
| 6M | -33.2% | +17.1% | -50.3% | -37.2% |
| YTD | -51.4% | +18.3% | -69.7% | -54.7% |
| 1Y | -52.0% | +23.9% | -75.9% | -56.0% |
| 3Y | -40.7% | +131.1% | -171.8% | -57.0% |
| 5Y | -41.7% | +71.1% | -112.8% | -53.9% |
| 10Y | +211.1% | +283.9% | -72.8% | +68.4% |
| All | +211.1% | +285.0% | -73.9% | +68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 10y: compounded portfolio wealth divided by compounded FITB 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…
10y analysis · Full analysis span regression · 6 months rolling