+16.1%
INTU vs OPEN
-71.4%
+87.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.5% | -1.6% | -3.9% |
| 7D | -7.5% | +1.0% | -8.5% | -7.6% |
| 30D | -1.9% | -11.9% | +10.0% | -0.8% |
| 3M | +4.9% | -28.8% | +33.6% | +7.6% |
| 6M | -33.2% | -38.6% | +5.4% | -30.8% |
| YTD | -51.4% | -47.3% | -4.1% | -49.2% |
| 1Y | -52.0% | -49.2% | -2.8% | -51.8% |
| 3Y | -40.7% | -18.8% | -21.9% | -51.2% |
| 5Y | -41.7% | -83.6% | +41.9% | -48.6% |
| All | +16.1% | -71.4% | +87.5% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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