+233.5%
INTU vs FLEX
+658.8%
-425.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.8% | -3.1% | 0.0% |
| 7D | -3.9% | +2.2% | -6.2% | -4.7% |
| 30D | +12.0% | -32.6% | +44.6% | +19.1% |
| 3M | +2.3% | -35.5% | +37.8% | +9.0% |
| 6M | -12.1% | -45.6% | +33.5% | -5.5% |
| YTD | -47.5% | +30.7% | -78.2% | -58.1% |
| 1Y | -46.9% | +28.4% | -75.3% | -57.6% |
| 3Y | -33.5% | +301.7% | -335.1% | -65.9% |
| 5Y | -41.2% | +473.3% | -514.5% | -73.6% |
| 10Y | +233.5% | +651.7% | -418.2% | +22.7% |
| All | +233.5% | +658.8% | -425.3% | +22.7% |
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