+14,729.7%
INTU vs KEY
+281.6%
+14,448.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.2% | -3.6% |
| 7D | +0.1% | -1.3% | +1.4% | +0.5% |
| 30D | +15.4% | +5.1% | +10.3% | +14.0% |
| 3M | +6.6% | -7.1% | +13.7% | +8.6% |
| 6M | -11.3% | -4.4% | -6.9% | -10.7% |
| YTD | -47.7% | +4.0% | -51.7% | -48.7% |
| 1Y | -47.0% | +23.4% | -70.4% | -50.3% |
| 3Y | -29.9% | +113.9% | -143.8% | -44.1% |
| 5Y | -42.2% | +12.3% | -54.5% | -47.5% |
| 10Y | +251.7% | +125.5% | +126.2% | +146.8% |
| All | +14,729.7% | +281.6% | +14,448.1% | +5,708.4% |
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