+14,671.9%
INTU vs ED
+1,584.3%
+13,087.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.9% | -0.8% |
| 7D | -4.1% | -1.7% | -2.4% | -3.6% |
| 30D | +12.8% | +10.7% | +2.2% | +9.3% |
| 3M | +2.1% | +11.6% | -9.5% | -1.5% |
| 6M | -11.5% | +13.5% | -25.0% | -15.2% |
| YTD | -47.9% | +23.1% | -71.1% | -51.8% |
| 1Y | -47.7% | +23.1% | -70.8% | -51.6% |
| 3Y | -34.0% | +47.9% | -81.9% | -43.9% |
| 5Y | -43.5% | +83.9% | -127.4% | -56.0% |
| 10Y | +231.1% | +142.1% | +89.0% | +129.9% |
| All | +14,671.9% | +1,584.3% | +13,087.6% | +5,379.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling