+233.5%
INTU vs KRE
+94.6%
+138.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -3.9% | -1.6% | -2.3% | -3.4% |
| 30D | +12.0% | +4.9% | +7.1% | +10.0% |
| 3M | +2.3% | -4.5% | +6.8% | +4.1% |
| 6M | -12.1% | +7.7% | -19.7% | -14.7% |
| YTD | -47.5% | +14.5% | -62.1% | -50.7% |
| 1Y | -46.9% | +21.5% | -68.4% | -51.3% |
| 3Y | -33.5% | +91.2% | -124.7% | -50.6% |
| 5Y | -41.2% | +11.8% | -53.0% | -46.3% |
| 10Y | +233.5% | +89.3% | +144.2% | +130.8% |
| All | +233.5% | +94.6% | +138.9% | +130.8% |
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