+14,280.4%
INTU vs KEY
+305.9%
+13,974.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.6% | -3.4% |
| 7D | -7.1% | +2.2% | -9.3% | -7.6% |
| 30D | +1.5% | -3.0% | +4.5% | +2.2% |
| 3M | +10.7% | +3.3% | +7.3% | +9.5% |
| 6M | -23.8% | +9.2% | -33.0% | -26.1% |
| YTD | -49.3% | +10.6% | -60.0% | -51.1% |
| 1Y | -49.7% | +20.4% | -70.1% | -52.5% |
| 3Y | -38.0% | +121.8% | -159.9% | -51.2% |
| 5Y | -38.7% | +41.1% | -79.9% | -47.6% |
| 10Y | +221.3% | +168.5% | +52.8% | +115.4% |
| All | +14,280.4% | +305.9% | +13,974.5% | +5,440.6% |
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