+946.7%
INTU vs FN
+3,620.5%
-2,673.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.1% | -6.5% | -3.8% |
| 7D | -7.1% | -1.7% | -5.4% | -6.9% |
| 30D | +1.5% | -22.0% | +23.4% | +4.3% |
| 3M | +10.7% | -43.0% | +53.7% | +18.2% |
| 6M | -23.8% | -27.7% | +3.9% | -24.1% |
| YTD | -49.3% | -10.5% | -38.8% | -52.0% |
| 1Y | -49.7% | +12.5% | -62.1% | -54.8% |
| 3Y | -38.0% | +153.8% | -191.8% | -55.1% |
| 5Y | -38.7% | +288.0% | -326.7% | -60.1% |
| 10Y | +221.3% | +906.4% | -685.1% | +74.9% |
| All | +946.7% | +3,620.5% | -2,673.8% | +395.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling