-40.2%
INTU vs KEEL
-34.6%
-5.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.8% | -1.0% | +2.5% |
| 7D | -3.3% | +2.9% | -6.2% | -3.7% |
| 30D | -3.9% | +0.8% | -4.8% | -4.6% |
| 3M | +16.6% | -35.3% | +52.0% | +19.1% |
| 6M | -26.4% | +59.4% | -85.8% | -33.4% |
| YTD | -51.0% | +51.9% | -102.9% | -56.0% |
| 1Y | -50.8% | +75.0% | -125.8% | -58.3% |
| 3Y | -40.1% | +224.5% | -264.6% | -60.1% |
| All | -40.2% | -34.6% | -5.6% | -50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling