-43.2%
INTU vs KEY
+13.1%
-56.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.3% |
| 7D | +0.1% | +2.9% | -2.9% | -0.8% |
| 30D | +10.1% | +8.4% | +1.6% | +7.6% |
| 3M | -4.2% | -5.8% | +1.6% | -2.7% |
| 6M | -7.2% | +5.4% | -12.7% | -9.1% |
| YTD | -47.7% | +7.1% | -54.7% | -49.2% |
| 1Y | -46.7% | +26.8% | -73.5% | -50.9% |
| 3Y | -34.1% | +128.7% | -162.8% | -50.7% |
| All | -43.2% | +13.1% | -56.3% | -45.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling