+211.0%
INTU vs EFX
+38.5%
+172.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -0.5% |
| 7D | -8.5% | -9.4% | +0.9% | -3.7% |
| 30D | -6.1% | -6.9% | +0.8% | -2.5% |
| 3M | +7.3% | +0.1% | +7.2% | +7.4% |
| 6M | -33.2% | -17.3% | -15.9% | -26.6% |
| YTD | -52.2% | -21.8% | -30.3% | -46.2% |
| 1Y | -52.7% | -32.5% | -20.1% | -43.0% |
| 3Y | -41.6% | -12.3% | -29.3% | -42.0% |
| 5Y | -42.6% | -36.6% | -6.0% | -33.7% |
| 10Y | +211.0% | +41.0% | +170.0% | +139.9% |
| All | +211.0% | +38.5% | +172.5% | +139.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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