+223.4%
INTU vs FN
+900.0%
-676.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.1% | -6.5% | -3.9% |
| 7D | -7.1% | -1.7% | -5.4% | -6.8% |
| 30D | +1.5% | -22.0% | +23.4% | +4.6% |
| 3M | +10.7% | -43.0% | +53.7% | +19.4% |
| 6M | -23.8% | -27.7% | +3.9% | -24.5% |
| YTD | -49.3% | -10.5% | -38.8% | -52.9% |
| 1Y | -49.7% | +12.5% | -62.1% | -56.5% |
| 3Y | -38.0% | +153.8% | -191.8% | -60.6% |
| 5Y | -38.7% | +288.0% | -326.7% | -67.1% |
| All | +223.4% | +900.0% | -676.6% | +33.5% |
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