-47.5%
INTU vs EIX
+11.2%
-58.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -0.8% |
| 7D | -3.9% | +0.7% | -4.7% | -3.8% |
| 30D | +11.7% | +8.8% | +3.0% | +13.3% |
| 3M | +4.5% | -10.9% | +15.4% | +3.3% |
| 6M | -13.9% | -10.3% | -3.6% | -12.7% |
| YTD | -48.2% | +5.8% | -54.1% | -47.9% |
| All | -47.5% | +11.2% | -58.6% | -47.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling