-40.7%
INTU vs FLR
+60.4%
-101.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.8% | -5.0% | -4.2% |
| 7D | -7.5% | +0.7% | -8.2% | -7.6% |
| 30D | -1.9% | -0.7% | -1.3% | -2.0% |
| 3M | +4.9% | +14.3% | -9.5% | +3.1% |
| 6M | -33.2% | +25.6% | -58.8% | -35.9% |
| YTD | -51.4% | +42.9% | -94.3% | -54.8% |
| 1Y | -52.0% | +38.7% | -90.7% | -55.3% |
| 3Y | -40.7% | +61.8% | -102.5% | -51.1% |
| All | -40.7% | +60.4% | -101.1% | -51.1% |
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