+14,280.4%
INTU vs ED
+1,414.1%
+12,866.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.0% | -2.9% |
| 7D | -7.1% | -0.2% | -6.9% | -7.0% |
| 30D | +1.5% | -0.1% | +1.6% | +1.4% |
| 3M | +10.7% | +3.9% | +6.7% | +9.2% |
| 6M | -23.8% | -3.0% | -20.8% | -23.4% |
| YTD | -49.3% | +10.7% | -60.0% | -51.4% |
| 1Y | -49.7% | +13.3% | -63.0% | -52.3% |
| 3Y | -38.0% | +34.5% | -72.5% | -45.8% |
| 5Y | -38.7% | +67.1% | -105.9% | -50.9% |
| 10Y | +221.3% | +103.0% | +118.3% | +136.0% |
| All | +14,280.4% | +1,414.1% | +12,866.3% | +5,420.1% |
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