-24.1%
INTU vs KVUE
-20.4%
-3.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | -9.2% | -6.1% | -3.0% | -8.6% |
| 30D | -7.0% | -5.6% | -1.5% | -6.5% |
| 3M | +10.5% | -0.3% | +10.9% | +10.9% |
| 6M | -30.6% | +1.4% | -31.9% | -30.3% |
| YTD | -52.3% | +6.7% | -59.1% | -52.4% |
| 1Y | -51.8% | +1.0% | -52.8% | -51.8% |
| 3Y | -41.8% | -5.4% | -36.4% | -42.0% |
| All | -24.1% | -20.4% | -3.7% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 5y: compounded portfolio wealth divided by compounded KVUE 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…
5y analysis · Full analysis span regression · 6 months rolling