-33.9%
INTU vs KMI
+120.4%
-154.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.6% | +0.5% |
| 7D | -3.9% | +0.2% | -4.1% | -4.0% |
| 30D | +12.0% | -3.7% | +15.6% | +12.4% |
| 3M | +2.3% | +1.2% | +1.1% | +1.6% |
| 6M | -12.1% | -0.3% | -11.8% | -12.4% |
| YTD | -47.5% | +19.2% | -66.8% | -50.1% |
| 1Y | -46.9% | +21.7% | -68.6% | -49.8% |
| All | -33.9% | +120.4% | -154.3% | -41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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