+237.9%
INTU vs ED
+136.7%
+101.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.4% |
| 7D | -1.2% | +2.1% | -3.4% | -1.9% |
| 30D | +12.4% | +12.4% | 0.0% | +8.6% |
| 3M | +2.3% | +13.1% | -10.9% | -1.5% |
| 6M | -13.3% | +14.1% | -27.4% | -16.8% |
| YTD | -47.9% | +23.1% | -70.9% | -51.6% |
| 1Y | -47.2% | +25.4% | -72.6% | -51.3% |
| 3Y | -33.9% | +47.9% | -81.8% | -44.3% |
| 5Y | -41.3% | +81.9% | -123.2% | -55.4% |
| 10Y | +237.9% | +141.3% | +96.6% | +136.0% |
| All | +237.9% | +136.7% | +101.2% | +136.0% |
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