+211.0%
INTU vs AEIS
+545.5%
-334.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.3% |
| 7D | -8.5% | +6.5% | -14.9% | -10.0% |
| 30D | -6.1% | -9.2% | +3.1% | -4.6% |
| 3M | +7.3% | -8.3% | +15.7% | +5.2% |
| 6M | -33.2% | -6.3% | -26.9% | -37.2% |
| YTD | -52.2% | +36.5% | -88.7% | -61.5% |
| 1Y | -52.7% | +84.8% | -137.4% | -66.5% |
| 3Y | -41.6% | +176.6% | -218.2% | -66.5% |
| 5Y | -42.6% | +237.1% | -279.7% | -70.0% |
| 10Y | +211.0% | +554.7% | -343.6% | +11.3% |
| All | +211.0% | +545.5% | -334.5% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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