-42.6%
INTU vs AEE
+39.2%
-81.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.1% | -1.5% |
| 7D | -8.5% | +1.1% | -9.5% | -8.7% |
| 30D | -6.1% | 0.0% | -6.1% | -6.2% |
| 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% | -53.9% |
| 1Y | -52.7% | +10.2% | -62.8% | -54.7% |
| 3Y | -41.6% | +47.8% | -89.4% | -50.8% |
| 5Y | -42.6% | +40.1% | -82.8% | -50.1% |
| All | -42.6% | +39.2% | -81.8% | -50.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling