+211.1%
INTU vs FLEX
+1,059.7%
-848.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.4% | -8.5% | -5.1% |
| 7D | -7.5% | +7.0% | -14.5% | -8.9% |
| 30D | -1.9% | -5.8% | +3.9% | -1.2% |
| 3M | +4.9% | -24.2% | +29.1% | +8.7% |
| 6M | -33.2% | +90.8% | -124.0% | -48.9% |
| YTD | -51.4% | +89.2% | -140.6% | -63.2% |
| 1Y | -52.0% | +104.7% | -156.7% | -65.0% |
| 3Y | -40.7% | +478.1% | -518.8% | -71.2% |
| 5Y | -41.7% | +726.2% | -767.9% | -75.3% |
| 10Y | +211.1% | +1,060.6% | -849.5% | +4.3% |
| All | +211.1% | +1,059.7% | -848.6% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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