+5,672.4%
INTU vs AEE
+881.3%
+4,791.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -4.1% | +0.6% | -4.8% | -4.4% |
| 30D | +12.8% | +8.8% | +4.0% | +9.2% |
| 3M | +2.1% | +5.1% | -3.0% | +0.1% |
| 6M | -11.5% | +5.2% | -16.6% | -13.7% |
| YTD | -47.9% | +16.1% | -64.0% | -51.6% |
| 1Y | -47.7% | +10.4% | -58.1% | -50.4% |
| 3Y | -34.0% | +63.1% | -97.1% | -47.8% |
| 5Y | -43.5% | +55.6% | -99.1% | -54.7% |
| 10Y | +231.1% | +217.1% | +14.0% | +97.1% |
| All | +5,672.4% | +881.3% | +4,791.1% | +2,178.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling