+233.5%
INTU vs KEY
+107.2%
+126.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.2% | +0.5% |
| 7D | -3.9% | -0.5% | -3.4% | -3.8% |
| 30D | +12.0% | +6.7% | +5.3% | +10.0% |
| 3M | +2.3% | -4.6% | +6.9% | +3.6% |
| 6M | -12.1% | +2.6% | -14.7% | -13.1% |
| YTD | -47.5% | +7.0% | -54.5% | -49.0% |
| 1Y | -46.9% | +23.5% | -70.4% | -50.5% |
| 3Y | -33.5% | +126.4% | -159.9% | -49.2% |
| 5Y | -41.2% | +13.0% | -54.3% | -47.0% |
| 10Y | +233.5% | +99.5% | +134.0% | +141.0% |
| All | +233.5% | +107.2% | +126.3% | +141.0% |
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