+216.0%
INTU vs LEN
+102.8%
+113.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.8% | -0.3% | -3.0% |
| 7D | -7.5% | -2.9% | -4.7% | -6.7% |
| 30D | -1.9% | -8.9% | +6.9% | +0.9% |
| 3M | +4.9% | -10.9% | +15.8% | +8.1% |
| 6M | -33.2% | -19.7% | -13.6% | -29.4% |
| YTD | -51.4% | -20.6% | -30.8% | -49.1% |
| 1Y | -52.0% | -42.4% | -9.6% | -44.3% |
| 3Y | -40.7% | -26.5% | -14.1% | -39.8% |
| 5Y | -41.7% | -10.9% | -30.8% | -46.0% |
| All | +216.0% | +102.8% | +113.2% | +103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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