+14,280.4%
INTU vs EIX
+687.6%
+13,592.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.8% | -4.2% | -3.5% |
| 7D | -7.1% | -19.1% | +12.0% | -4.4% |
| 30D | +1.5% | -16.9% | +18.4% | +3.8% |
| 3M | +10.7% | -20.0% | +30.7% | +13.8% |
| 6M | -23.8% | -21.3% | -2.5% | -21.8% |
| YTD | -49.3% | -1.7% | -47.6% | -50.1% |
| 1Y | -49.7% | +9.6% | -59.2% | -51.5% |
| 3Y | -38.0% | -3.7% | -34.3% | -39.7% |
| 5Y | -38.7% | +22.6% | -61.4% | -43.0% |
| 10Y | +221.3% | +17.7% | +203.7% | +194.2% |
| All | +14,280.4% | +687.6% | +13,592.8% | +11,469.7% |
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