+2,718.4%
INTU vs AEIS
+2,566.8%
+151.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.4% | -5.8% | -3.9% |
| 7D | -7.1% | +3.0% | -10.0% | -7.7% |
| 30D | +1.5% | -14.6% | +16.1% | +4.5% |
| 3M | +10.7% | -12.4% | +23.1% | +10.2% |
| 6M | -23.8% | -15.0% | -8.9% | -25.6% |
| YTD | -49.3% | +34.3% | -83.6% | -56.2% |
| 1Y | -49.7% | +87.4% | -137.0% | -60.3% |
| 3Y | -38.0% | +139.8% | -177.8% | -55.4% |
| 5Y | -38.7% | +220.7% | -259.5% | -59.1% |
| 10Y | +221.3% | +531.6% | -310.3% | +71.2% |
| All | +2,718.4% | +2,566.8% | +151.6% | +501.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling