-40.1%
INTU vs KEYS
+154.3%
-194.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.0% | -1.2% | +2.5% |
| 7D | -3.3% | +3.5% | -6.8% | -3.6% |
| 30D | -3.9% | -4.5% | +0.5% | -3.6% |
| 3M | +16.6% | -0.4% | +17.1% | +16.1% |
| 6M | -26.4% | +19.1% | -45.6% | -30.2% |
| YTD | -51.0% | +66.7% | -117.7% | -58.9% |
| 1Y | -50.8% | +96.5% | -147.2% | -61.4% |
| 3Y | -40.1% | +155.2% | -195.2% | -61.9% |
| All | -40.1% | +154.3% | -194.4% | -61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 3y: compounded portfolio wealth divided by compounded KEYS 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…
3y analysis · Full analysis span regression · 6 months rolling