+235.3%
INTU vs FLUT
-26.1%
+261.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.3% | -1.0% |
| 7D | -3.9% | -6.5% | +2.5% | -2.8% |
| 30D | +11.7% | +2.8% | +8.9% | +11.1% |
| 3M | +4.5% | -13.5% | +17.9% | +7.0% |
| 6M | -13.9% | -19.0% | +5.1% | -11.0% |
| YTD | -48.2% | -61.9% | +13.7% | -39.6% |
| 1Y | -47.1% | -63.2% | +16.1% | -38.1% |
| 3Y | -32.5% | -46.0% | +13.5% | -25.9% |
| 5Y | -42.6% | -51.8% | +9.2% | -38.9% |
| 10Y | +235.3% | -26.1% | +261.3% | +260.1% |
| All | +235.3% | -26.1% | +261.3% | +260.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 10y: compounded portfolio wealth divided by compounded FLUT 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…
10y analysis · Full analysis span regression · 6 months rolling