-42.2%
INTU vs EAT
+361.6%
-403.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.9% | -0.9% | -3.1% |
| 7D | +0.1% | -2.6% | +2.8% | +0.7% |
| 30D | +15.4% | +11.5% | +4.0% | +12.3% |
| 3M | +6.6% | -9.1% | +15.7% | +7.9% |
| 6M | -11.3% | +40.4% | -51.7% | -19.3% |
| YTD | -47.7% | +43.9% | -91.7% | -53.5% |
| 1Y | -47.0% | +101.9% | -149.0% | -57.4% |
| 3Y | -29.9% | +489.9% | -519.8% | -63.2% |
| All | -42.2% | +361.6% | -403.8% | -72.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling