+10,849.8%
INTU vs FLEX
+4,757.3%
+6,092.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.6% | -8.3% | -4.9% |
| 7D | +0.1% | -19.3% | +19.4% | +4.8% |
| 30D | +15.4% | -41.5% | +57.0% | +29.5% |
| 3M | +6.6% | -43.1% | +49.7% | +19.2% |
| 6M | -11.3% | -48.2% | +36.9% | -1.9% |
| YTD | -47.7% | +15.5% | -63.2% | -55.8% |
| 1Y | -47.0% | +10.2% | -57.2% | -54.8% |
| 3Y | -29.9% | +256.8% | -286.7% | -58.7% |
| 5Y | -42.2% | +408.2% | -450.4% | -69.2% |
| 10Y | +251.7% | +580.8% | -329.2% | +56.3% |
| All | +10,849.8% | +4,757.3% | +6,092.6% | +2,023.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling