+14,280.4%
INTU vs FITB
+1,158.5%
+13,122.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.3% |
| 7D | -7.1% | +0.6% | -7.7% | -7.2% |
| 30D | +1.5% | -4.7% | +6.2% | +2.5% |
| 3M | +10.7% | +6.7% | +4.0% | +8.9% |
| 6M | -23.8% | +12.6% | -36.4% | -26.3% |
| YTD | -49.3% | +19.1% | -68.4% | -51.7% |
| 1Y | -49.7% | +22.6% | -72.3% | -52.4% |
| 3Y | -38.0% | +127.1% | -165.1% | -49.3% |
| 5Y | -38.7% | +71.8% | -110.5% | -47.2% |
| 10Y | +221.3% | +287.2% | -65.8% | +122.2% |
| All | +14,280.4% | +1,158.5% | +13,122.0% | +5,535.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling