+221.6%
INTU vs RACE
+793.9%
-572.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.9% | -1.5% | -2.4% |
| 7D | -7.1% | -2.5% | -4.6% | -5.9% |
| 30D | +1.5% | +0.8% | +0.7% | +1.1% |
| 3M | +10.7% | +17.2% | -6.5% | +2.0% |
| 6M | -23.8% | +13.6% | -37.4% | -29.6% |
| YTD | -49.3% | +12.2% | -61.5% | -53.3% |
| 1Y | -49.7% | -16.3% | -33.4% | -46.5% |
| 3Y | -38.0% | +36.4% | -74.5% | -53.6% |
| 5Y | -38.7% | +95.0% | -133.7% | -63.2% |
| All | +221.6% | +793.9% | -572.3% | +12.0% |
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