-38.4%
INTU vs EIX
+22.8%
-61.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.8% | -4.2% | -3.5% |
| 7D | -7.1% | -19.1% | +12.0% | -4.5% |
| 30D | +1.5% | -16.9% | +18.4% | +3.6% |
| 3M | +10.7% | -20.0% | +30.7% | +13.6% |
| 6M | -23.8% | -21.3% | -2.5% | -21.9% |
| YTD | -49.3% | -1.7% | -47.6% | -51.4% |
| 1Y | -49.7% | +9.6% | -59.2% | -53.4% |
| 3Y | -38.0% | -3.7% | -34.3% | -43.1% |
| All | -38.4% | +22.8% | -61.2% | -47.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling