+243.1%
INTU vs RACE
+740.1%
-496.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.5% | -2.3% | -3.0% |
| 7D | +0.1% | +5.1% | -5.0% | -2.3% |
| 30D | +15.4% | +7.7% | +7.7% | +11.3% |
| 3M | +6.6% | +2.2% | +4.4% | +5.4% |
| 6M | -11.3% | +23.8% | -35.1% | -21.1% |
| YTD | -47.7% | +13.9% | -61.6% | -52.3% |
| 1Y | -47.0% | +3.8% | -50.8% | -49.2% |
| 3Y | -29.9% | +28.0% | -58.0% | -45.4% |
| 5Y | -42.2% | +64.9% | -107.1% | -62.3% |
| All | +243.1% | +740.1% | -496.9% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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