+10,518.1%
INTU vs FLEX
+7,523.3%
+2,994.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.5% | -4.9% | -3.8% |
| 7D | -7.1% | -0.9% | -6.2% | -6.9% |
| 30D | +1.5% | -10.1% | +11.6% | +3.7% |
| 3M | +10.7% | -31.3% | +42.0% | +18.3% |
| 6M | -23.8% | +71.3% | -95.1% | -39.5% |
| YTD | -49.3% | +81.2% | -130.6% | -60.7% |
| 1Y | -49.7% | +98.5% | -148.2% | -62.4% |
| 3Y | -38.0% | +428.2% | -466.3% | -66.1% |
| 5Y | -38.7% | +657.3% | -696.0% | -69.8% |
| 10Y | +221.3% | +995.9% | -774.6% | +29.7% |
| All | +10,518.1% | +7,523.3% | +2,994.8% | +1,784.5% |
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