-41.7%
INTU vs FRSH
-46.5%
+4.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | -9.2% | -11.2% | +2.0% | -4.8% |
| 30D | -7.0% | -0.8% | -6.2% | -6.7% |
| 3M | +10.5% | +26.4% | -15.9% | +1.3% |
| 6M | -30.6% | +48.4% | -79.0% | -39.4% |
| YTD | -52.3% | -3.1% | -49.2% | -53.0% |
| 1Y | -51.8% | -8.7% | -43.1% | -51.8% |
| All | -41.7% | -46.5% | +4.8% | -35.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling