-42.2%
INTU vs FLUT
-50.5%
+8.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.5% | -2.2% | -3.3% |
| 7D | +0.1% | -1.1% | +1.2% | +0.4% |
| 30D | +15.4% | +7.7% | +7.7% | +12.8% |
| 3M | +6.6% | -12.2% | +18.7% | +10.2% |
| 6M | -11.3% | -17.6% | +6.3% | -7.1% |
| YTD | -47.7% | -62.0% | +14.3% | -32.4% |
| 1Y | -47.0% | -62.3% | +15.2% | -31.7% |
| 3Y | -29.9% | -52.0% | +22.0% | -18.1% |
| All | -42.2% | -50.5% | +8.3% | -40.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling