+209.1%
INTU vs KRE
+124.5%
+84.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.6% |
| 7D | -9.2% | -1.4% | -7.7% | -8.7% |
| 30D | -7.0% | -3.9% | -3.1% | -5.7% |
| 3M | +10.5% | +3.6% | +6.9% | +9.0% |
| 6M | -30.6% | +15.4% | -46.0% | -34.7% |
| YTD | -52.3% | +15.2% | -67.6% | -55.4% |
| 1Y | -51.8% | +16.5% | -68.3% | -55.2% |
| 3Y | -41.8% | +85.2% | -127.0% | -56.3% |
| 5Y | -42.8% | +33.1% | -75.9% | -51.1% |
| All | +209.1% | +124.5% | +84.5% | +96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 10y: compounded portfolio wealth divided by compounded KRE 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…
10y analysis · Full analysis span regression · 6 months rolling