-47.2%
INTU vs FN
-24.2%
-22.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.8% | +5.4% | -0.2% |
| 7D | -1.2% | -4.1% | +2.8% | -1.4% |
| 30D | +12.4% | -28.3% | +40.8% | +7.8% |
| 3M | +2.3% | -33.9% | +36.1% | -2.3% |
| 6M | -13.3% | -43.9% | +30.6% | -17.4% |
| YTD | -47.9% | -23.4% | -24.4% | -50.7% |
| 1Y | -47.2% | -25.4% | -21.7% | -50.0% |
| All | -47.2% | -24.2% | -22.9% | -50.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling