+235.2%
INTU vs EAT
+319.3%
-84.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.8% | -0.4% |
| 7D | -4.1% | -7.1% | +2.9% | -2.9% |
| 30D | +12.8% | -2.3% | +15.2% | +13.0% |
| 3M | +2.1% | -19.6% | +21.7% | +5.5% |
| 6M | -11.5% | +46.0% | -57.5% | -18.4% |
| YTD | -47.9% | +37.7% | -85.6% | -52.1% |
| 1Y | -47.7% | +73.8% | -121.5% | -54.1% |
| 3Y | -34.0% | +482.1% | -516.0% | -55.8% |
| 5Y | -43.5% | +362.5% | -406.0% | -61.9% |
| All | +235.2% | +319.3% | -84.0% | +102.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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