-33.9%
INTU vs FLR
+47.2%
-81.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.4% | +0.6% |
| 7D | -1.2% | +5.1% | -6.3% | -1.5% |
| 30D | +12.4% | -0.5% | +12.9% | +12.5% |
| 3M | +2.3% | -3.5% | +5.7% | +2.5% |
| 6M | -13.3% | +16.5% | -29.8% | -15.7% |
| YTD | -47.9% | +27.3% | -75.2% | -51.0% |
| 1Y | -47.2% | +10.6% | -57.8% | -48.9% |
| 3Y | -33.9% | +39.4% | -73.3% | -44.8% |
| All | -33.9% | +47.2% | -81.1% | -44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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