+184.1%
INTU vs FND
+66.0%
+118.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.7% | -5.1% | -3.8% |
| 7D | -7.1% | -5.2% | -1.9% | -5.8% |
| 30D | +1.5% | -19.9% | +21.3% | +7.5% |
| 3M | +10.7% | +2.7% | +7.9% | +8.5% |
| 6M | -23.8% | -21.7% | -2.2% | -20.3% |
| YTD | -49.3% | -17.5% | -31.8% | -48.1% |
| 1Y | -49.7% | -39.3% | -10.4% | -44.0% |
| 3Y | -38.0% | -49.8% | +11.8% | -31.0% |
| 5Y | -38.7% | -60.1% | +21.3% | -30.2% |
| All | +184.1% | +66.0% | +118.1% | +129.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling