-40.7%
INTU vs FRSH
-72.5%
+31.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.8% |
| 7D | -3.3% | -6.6% | +3.3% | -1.0% |
| 30D | -3.9% | +2.1% | -6.0% | -4.5% |
| 3M | +16.6% | +29.0% | -12.3% | +7.0% |
| 6M | -26.4% | +48.6% | -75.1% | -35.3% |
| YTD | -51.0% | -2.9% | -48.1% | -50.9% |
| 1Y | -50.8% | -7.9% | -42.9% | -50.0% |
| 3Y | -40.1% | -46.5% | +6.5% | -31.6% |
| All | -40.7% | -72.5% | +31.8% | -35.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling