-38.5%
INTU vs FLEX
+446.9%
-485.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.5% | -4.9% | -3.3% |
| 7D | -7.1% | -0.9% | -6.2% | -7.1% |
| 30D | +1.5% | -10.1% | +11.6% | +1.3% |
| 3M | +10.7% | -31.3% | +42.0% | +11.2% |
| 6M | -23.8% | +71.3% | -95.1% | -30.8% |
| YTD | -49.3% | +81.2% | -130.6% | -54.8% |
| 1Y | -49.7% | +98.5% | -148.2% | -56.4% |
| All | -38.5% | +446.9% | -485.4% | -57.3% |
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 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