+243.1%
INTU vs FN
+753.0%
-509.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +11.7% | -15.4% | -5.5% |
| 7D | +0.1% | 0.0% | +0.2% | -0.5% |
| 30D | +15.4% | -34.3% | +49.7% | +21.9% |
| 3M | +6.6% | -39.9% | +46.4% | +12.8% |
| 6M | -11.3% | -51.8% | +40.5% | -4.8% |
| YTD | -47.7% | -28.1% | -19.6% | -50.6% |
| 1Y | -47.0% | -29.1% | -17.9% | -50.2% |
| 3Y | -29.9% | +102.4% | -132.4% | -54.6% |
| 5Y | -42.2% | +171.7% | -213.9% | -67.2% |
| All | +243.1% | +753.0% | -509.9% | +45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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