-41.2%
INTU vs FRSH
-72.0%
+30.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.9% | +0.8% | -2.4% |
| 7D | -7.5% | -10.1% | +2.6% | -4.0% |
| 30D | -1.9% | +2.2% | -4.1% | -2.6% |
| 3M | +4.9% | +28.6% | -23.7% | -3.7% |
| 6M | -33.2% | +40.2% | -73.4% | -40.2% |
| YTD | -51.4% | -1.2% | -50.2% | -51.6% |
| 1Y | -52.0% | -7.9% | -44.1% | -51.3% |
| 3Y | -40.7% | -44.7% | +4.1% | -33.0% |
| All | -41.2% | -72.0% | +30.8% | -36.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling