+233.5%
INTU vs RUN
+74.1%
+159.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.1% | -3.5% | +0.2% |
| 7D | -3.9% | +3.2% | -7.1% | -4.5% |
| 30D | +12.0% | +19.5% | -7.5% | +9.2% |
| 3M | +2.3% | -9.6% | +11.9% | +2.8% |
| 6M | -12.1% | -37.3% | +25.2% | -8.6% |
| YTD | -47.5% | -50.7% | +3.2% | -45.1% |
| 1Y | -46.9% | -54.1% | +7.2% | -44.1% |
| 3Y | -33.5% | -3.9% | -29.6% | -48.9% |
| 5Y | -41.2% | -84.4% | +43.2% | -41.8% |
| 10Y | +233.5% | +77.5% | +156.0% | +94.1% |
| All | +233.5% | +74.1% | +159.4% | +94.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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