+237.9%
INTU vs RACE
+740.2%
-502.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.4% | +1.0% |
| 7D | -1.2% | +0.2% | -1.5% | -1.4% |
| 30D | +12.4% | +6.6% | +5.8% | +9.0% |
| 3M | +2.3% | +2.2% | +0.1% | +1.1% |
| 6M | -13.3% | +22.4% | -35.7% | -22.5% |
| YTD | -47.9% | +13.8% | -61.7% | -52.4% |
| 1Y | -47.2% | +2.2% | -49.4% | -48.9% |
| 3Y | -33.9% | +25.6% | -59.5% | -47.9% |
| 5Y | -41.3% | +71.0% | -112.3% | -62.4% |
| 10Y | +237.9% | +739.1% | -501.2% | +24.2% |
| All | +237.9% | +740.2% | -502.3% | +24.2% |
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