-40.7%
INTU vs LEN
-25.9%
-14.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.8% | -0.3% | -3.8% |
| 7D | -7.5% | -2.9% | -4.7% | -7.3% |
| 30D | -1.9% | -8.9% | +6.9% | -1.3% |
| 3M | +4.9% | -10.9% | +15.8% | +5.6% |
| 6M | -33.2% | -19.7% | -13.6% | -32.1% |
| YTD | -51.4% | -20.6% | -30.8% | -50.9% |
| 1Y | -52.0% | -42.4% | -9.6% | -49.2% |
| 3Y | -40.7% | -26.5% | -14.1% | -45.3% |
| All | -40.7% | -25.9% | -14.8% | -45.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling