+21.8%
INTU vs KEEL
+309.9%
-288.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.0% | -1.5% |
| 7D | -8.5% | +19.3% | -27.7% | -9.4% |
| 30D | -6.1% | +9.1% | -15.2% | -6.9% |
| 3M | +7.3% | -31.5% | +38.9% | +8.3% |
| 6M | -33.2% | +75.8% | -109.1% | -37.2% |
| YTD | -52.2% | +57.9% | -110.0% | -55.0% |
| 1Y | -52.7% | +133.3% | -186.0% | -57.5% |
| 3Y | -41.6% | +204.1% | -245.7% | -51.2% |
| 5Y | -42.6% | -37.5% | -5.1% | -51.0% |
| All | +21.8% | +309.9% | -288.1% | +0.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling