-45.2%
INTU vs FRSH
+21.1%
-66.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.3% | +9.7% | +7.4% |
| 7D | +8.7% | -13.8% | +22.5% | +18.7% |
| 30D | +25.9% | +0.3% | +25.6% | +24.3% |
| 3M | +10.7% | +10.1% | +0.6% | +2.4% |
| 6M | -11.6% | +47.7% | -59.2% | -32.2% |
| YTD | -45.4% | +8.2% | -53.6% | -49.7% |
| 1Y | -45.2% | +21.4% | -66.7% | -52.1% |
| All | -45.2% | +21.1% | -66.3% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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