+14,683.6%
INTU vs EIX
+748.9%
+13,934.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.6% |
| 7D | -1.2% | +1.0% | -2.2% | -1.4% |
| 30D | +12.4% | +8.9% | +3.6% | +10.9% |
| 3M | +2.3% | -9.8% | +12.1% | +3.1% |
| 6M | -13.3% | -10.2% | -3.1% | -12.8% |
| YTD | -47.9% | +5.9% | -53.8% | -49.4% |
| 1Y | -47.2% | +10.9% | -58.0% | -49.1% |
| 3Y | -33.9% | +10.2% | -44.1% | -37.2% |
| 5Y | -41.3% | +17.0% | -58.4% | -45.0% |
| 10Y | +237.9% | +35.1% | +202.8% | +202.7% |
| All | +14,683.6% | +748.9% | +13,934.7% | +11,638.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling