+15,309.0%
INTU vs KEY
+283.6%
+15,025.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.2% | +0.2% |
| 7D | +7.1% | -2.5% | +9.6% | +7.8% |
| 30D | +23.0% | +4.1% | +18.9% | +21.8% |
| 3M | +8.7% | -8.4% | +17.1% | +11.1% |
| 6M | -10.1% | -2.3% | -7.8% | -10.0% |
| YTD | -45.7% | +4.6% | -50.2% | -46.8% |
| 1Y | -45.1% | +24.6% | -69.6% | -48.6% |
| 3Y | -26.9% | +112.8% | -139.7% | -41.6% |
| 5Y | -40.0% | +12.9% | -52.9% | -45.5% |
| 10Y | +265.4% | +126.7% | +138.7% | +156.0% |
| All | +15,309.0% | +283.6% | +15,025.4% | +5,926.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling