+236.7%
INTU vs AEE
+222.5%
+14.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | 0.0% |
| 7D | +0.1% | +1.7% | -1.6% | -0.6% |
| 30D | +10.1% | +9.7% | +0.3% | +6.0% |
| 3M | -4.2% | +5.9% | -10.1% | -6.5% |
| 6M | -7.2% | +6.7% | -13.9% | -10.2% |
| YTD | -47.7% | +17.4% | -65.0% | -51.9% |
| 1Y | -46.7% | +12.7% | -59.4% | -50.2% |
| 3Y | -34.1% | +68.2% | -102.3% | -50.4% |
| 5Y | -43.3% | +57.3% | -100.6% | -56.1% |
| All | +236.7% | +222.5% | +14.2% | +106.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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