+235.2%
INTU vs RACE
+717.8%
-482.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.7% | +0.5% |
| 7D | -4.1% | -4.0% | -0.1% | -2.2% |
| 30D | +12.8% | +3.5% | +9.3% | +10.9% |
| 3M | +2.1% | -0.4% | +2.5% | +2.2% |
| 6M | -11.5% | +23.2% | -34.6% | -21.1% |
| YTD | -47.9% | +11.0% | -58.9% | -51.8% |
| 1Y | -47.7% | -2.2% | -45.4% | -48.3% |
| 3Y | -34.0% | +22.5% | -56.5% | -47.3% |
| 5Y | -43.5% | +63.2% | -106.7% | -63.0% |
| All | +235.2% | +717.8% | -482.6% | +28.1% |
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