-41.7%
INTU vs KEEL
+186.7%
-228.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.3% | +6.9% | -0.2% |
| 7D | -9.2% | +2.7% | -11.8% | -9.2% |
| 30D | -7.0% | +4.6% | -11.6% | -7.3% |
| 3M | +10.5% | -34.5% | +45.0% | +11.6% |
| 6M | -30.6% | +59.3% | -89.8% | -34.1% |
| YTD | -52.3% | +46.4% | -98.7% | -54.8% |
| 1Y | -51.8% | +96.6% | -148.4% | -56.5% |
| All | -41.7% | +186.7% | -228.4% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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