-52.0%
INTU vs EIX
+15.0%
-67.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.5% | -8.6% | -3.3% |
| 7D | -7.5% | +0.9% | -8.4% | -7.3% |
| 30D | -1.9% | -13.5% | +11.6% | -3.2% |
| 3M | +4.9% | -15.3% | +20.1% | +3.6% |
| 6M | -33.2% | -15.3% | -17.9% | -33.8% |
| YTD | -51.4% | +2.7% | -54.1% | -51.5% |
| 1Y | -52.0% | +17.4% | -69.4% | -52.3% |
| All | -52.0% | +15.0% | -67.0% | -52.3% |
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