-38.5%
INTU vs EIX
-3.4%
-35.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.8% | -4.2% | -3.4% |
| 7D | -7.1% | -19.1% | +12.0% | -6.9% |
| 30D | +1.5% | -16.9% | +18.4% | +1.5% |
| 3M | +10.7% | -20.0% | +30.7% | +10.8% |
| 6M | -23.8% | -21.3% | -2.5% | -23.7% |
| YTD | -49.3% | -1.7% | -47.6% | -50.6% |
| 1Y | -49.7% | +9.6% | -59.2% | -51.7% |
| All | -38.5% | -3.4% | -35.0% | -45.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling