+2,778.6%
INTU vs AEIS
+1,982.0%
+796.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +11.3% | -12.3% | -3.5% |
| 7D | -3.9% | +1.0% | -4.9% | -5.0% |
| 30D | +11.7% | -24.0% | +35.7% | +16.8% |
| 3M | +4.5% | -32.5% | +37.0% | +10.8% |
| 6M | -13.9% | -38.6% | +24.7% | -10.0% |
| YTD | -48.2% | +4.8% | -53.1% | -53.8% |
| 1Y | -47.1% | +1.3% | -48.5% | -52.5% |
| 3Y | -32.5% | +159.2% | -191.7% | -53.6% |
| 5Y | -42.6% | +140.8% | -183.4% | -59.9% |
| 10Y | +235.3% | +349.8% | -114.5% | +88.5% |
| All | +2,778.6% | +1,982.0% | +796.6% | +534.6% |
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