-41.5%
INTU vs AEE
+48.1%
-89.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.1% | -1.6% |
| 7D | -8.5% | +1.1% | -9.5% | -8.4% |
| 30D | -6.1% | 0.0% | -6.1% | -6.1% |
| 3M | +7.3% | -0.9% | +8.2% | +7.5% |
| 6M | -33.2% | -2.4% | -30.8% | -33.1% |
| YTD | -52.2% | +8.6% | -60.8% | -52.3% |
| 1Y | -52.7% | +10.2% | -62.8% | -52.9% |
| All | -41.5% | +48.1% | -89.6% | -42.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling