+211.1%
INTU vs EIX
+23.2%
+187.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.5% | -8.6% | -5.3% |
| 7D | -7.5% | +0.9% | -8.4% | -7.9% |
| 30D | -1.9% | -13.5% | +11.6% | +0.3% |
| 3M | +4.9% | -15.3% | +20.1% | +7.6% |
| 6M | -33.2% | -15.3% | -17.9% | -31.9% |
| YTD | -51.4% | +2.7% | -54.1% | -53.7% |
| 1Y | -52.0% | +17.4% | -69.4% | -56.4% |
| 3Y | -40.7% | -1.3% | -39.4% | -44.6% |
| 5Y | -41.7% | +27.2% | -68.9% | -50.6% |
| 10Y | +211.1% | +22.7% | +188.4% | +149.2% |
| All | +211.1% | +23.2% | +187.9% | +149.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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