+211.0%
INTU vs RUN
+43.6%
+167.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.6% | +3.0% | -1.0% |
| 7D | -8.5% | -1.8% | -6.7% | -8.3% |
| 30D | -6.1% | -10.8% | +4.7% | -5.0% |
| 3M | +7.3% | -30.2% | +37.5% | +11.1% |
| 6M | -33.2% | -22.3% | -10.9% | -32.5% |
| YTD | -52.2% | -52.2% | 0.0% | -49.5% |
| 1Y | -52.7% | -45.1% | -7.6% | -51.5% |
| 3Y | -41.6% | -37.1% | -4.5% | -51.6% |
| 5Y | -42.6% | -80.3% | +37.6% | -45.7% |
| 10Y | +211.0% | +45.2% | +165.8% | +82.7% |
| All | +211.0% | +43.6% | +167.5% | +82.7% |
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