+235.3%
INTU vs KEY
+121.9%
+113.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.7% | -3.6% | -1.7% |
| 7D | -3.9% | -0.4% | -3.6% | -3.8% |
| 30D | +11.7% | +7.2% | +4.5% | +9.6% |
| 3M | +4.5% | -4.9% | +9.4% | +5.9% |
| 6M | -13.9% | +1.1% | -14.9% | -14.5% |
| YTD | -48.2% | +6.8% | -55.0% | -49.7% |
| 1Y | -47.1% | +23.3% | -70.4% | -50.7% |
| 3Y | -32.5% | +126.1% | -158.6% | -48.4% |
| 5Y | -42.6% | +15.2% | -57.8% | -48.4% |
| 10Y | +235.3% | +113.6% | +121.7% | +142.3% |
| All | +235.3% | +121.9% | +113.4% | +142.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 10y: compounded portfolio wealth divided by compounded KEY 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…
10y analysis · Full analysis span regression · 6 months rolling