+2,797.4%
INTU vs AEIS
+2,004.7%
+792.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.4% |
| 7D | -1.2% | -6.9% | +5.7% | -0.4% |
| 30D | +12.4% | -23.2% | +35.6% | +17.3% |
| 3M | +2.3% | -29.5% | +31.8% | +7.4% |
| 6M | -13.3% | -37.9% | +24.6% | -9.6% |
| YTD | -47.9% | +6.0% | -53.9% | -53.6% |
| 1Y | -47.2% | +1.2% | -48.4% | -52.5% |
| 3Y | -33.9% | +150.0% | -183.8% | -54.2% |
| 5Y | -41.3% | +141.9% | -183.2% | -59.1% |
| 10Y | +237.9% | +356.2% | -118.3% | +89.4% |
| All | +2,797.4% | +2,004.7% | +792.7% | +537.2% |
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