-29.9%
INTU vs OPEN
-35.5%
+5.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -21.8% | +18.0% | -3.0% |
| 7D | +0.1% | -22.2% | +22.3% | +0.9% |
| 30D | +15.4% | -38.3% | +53.8% | +17.2% |
| 3M | +6.6% | -59.4% | +65.9% | +9.6% |
| 6M | -11.3% | -74.4% | +63.1% | -7.7% |
| YTD | -47.7% | -76.0% | +28.3% | -45.6% |
| 1Y | -47.0% | -78.7% | +31.6% | -44.8% |
| 3Y | -29.9% | -30.0% | +0.1% | -36.1% |
| All | -29.9% | -35.5% | +5.6% | -36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling