+211.1%
INTU vs ED
+104.2%
+106.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.1% | -4.4% |
| 7D | -7.5% | +0.5% | -8.1% | -7.7% |
| 30D | -1.9% | +1.1% | -3.0% | -2.3% |
| 3M | +4.9% | +4.6% | +0.2% | +3.5% |
| 6M | -33.2% | -2.0% | -31.3% | -33.0% |
| YTD | -51.4% | +11.7% | -63.1% | -53.5% |
| 1Y | -52.0% | +15.7% | -67.7% | -54.8% |
| 3Y | -40.7% | +34.4% | -75.0% | -48.7% |
| 5Y | -41.7% | +67.3% | -109.0% | -54.6% |
| 10Y | +211.1% | +104.0% | +107.1% | +127.2% |
| All | +211.1% | +104.2% | +106.9% | +127.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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