+23.6%
INTU vs OPEN
-86.9%
+110.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.0% |
| 7D | -3.9% | -21.7% | +17.7% | -1.9% |
| 30D | +11.7% | -36.5% | +48.2% | +16.2% |
| 3M | +4.5% | -59.5% | +64.0% | +13.3% |
| 6M | -13.9% | -71.9% | +58.0% | -4.0% |
| YTD | -48.2% | -75.8% | +27.6% | -42.0% |
| 1Y | -47.1% | -78.5% | +31.4% | -40.5% |
| 3Y | -32.5% | -30.2% | -2.3% | -45.9% |
| 5Y | -42.6% | -93.3% | +50.7% | -44.7% |
| All | +23.6% | -86.9% | +110.5% | +8.7% |
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