+192.1%
INTU vs FND
+70.0%
+122.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.5% | +4.2% | +1.6% |
| 7D | -1.2% | +6.8% | -8.1% | -3.2% |
| 30D | +12.4% | +13.1% | -0.6% | +8.4% |
| 3M | +2.3% | -13.1% | +15.3% | +5.7% |
| 6M | -13.3% | -0.6% | -12.8% | -15.0% |
| YTD | -47.9% | -15.5% | -32.4% | -47.3% |
| 1Y | -47.2% | -13.7% | -33.5% | -47.0% |
| 3Y | -33.9% | -35.0% | +1.1% | -32.5% |
| 5Y | -41.3% | -60.1% | +18.7% | -33.4% |
| All | +192.1% | +70.0% | +122.1% | +133.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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