-34.1%
INTU vs FLEX
+281.5%
-315.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.0% | +4.5% | +0.2% |
| 7D | +0.1% | +7.5% | -7.4% | +0.5% |
| 30D | +10.1% | -25.3% | +35.4% | +9.1% |
| 3M | -4.2% | -39.7% | +35.5% | -5.5% |
| 6M | -7.2% | -47.9% | +40.6% | -8.5% |
| YTD | -47.7% | +24.1% | -71.8% | -53.7% |
| 1Y | -46.7% | +26.0% | -72.7% | -53.1% |
| 3Y | -34.1% | +282.7% | -316.8% | -53.9% |
| All | -34.1% | +281.5% | -315.6% | -53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling