+233.5%
INTU vs AEE
+216.2%
+17.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.8% |
| 7D | -3.9% | +0.2% | -4.1% | -4.0% |
| 30D | +12.0% | +9.7% | +2.3% | +7.8% |
| 3M | +2.3% | +5.8% | -3.5% | -0.1% |
| 6M | -12.1% | +4.5% | -16.5% | -14.1% |
| YTD | -47.5% | +15.8% | -63.4% | -51.5% |
| 1Y | -46.9% | +10.8% | -57.6% | -50.0% |
| 3Y | -33.5% | +62.8% | -96.3% | -49.1% |
| 5Y | -41.2% | +56.1% | -97.3% | -54.4% |
| 10Y | +233.5% | +216.4% | +17.1% | +107.5% |
| All | +233.5% | +216.2% | +17.3% | +107.5% |
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