+209.1%
INTU vs EOG
+121.2%
+87.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.4% |
| 7D | -9.2% | +1.0% | -10.2% | -9.3% |
| 30D | -7.0% | +2.8% | -9.9% | -7.6% |
| 3M | +10.5% | +5.9% | +4.6% | +9.1% |
| 6M | -30.6% | +17.1% | -47.6% | -32.8% |
| YTD | -52.3% | +43.9% | -96.3% | -55.7% |
| 1Y | -51.8% | +26.9% | -78.7% | -54.1% |
| 3Y | -41.8% | +23.6% | -65.4% | -45.0% |
| 5Y | -42.8% | +178.1% | -220.9% | -54.7% |
| All | +209.1% | +121.2% | +87.8% | +134.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 10y: compounded portfolio wealth divided by compounded EOG 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…
10y analysis · Full analysis span regression · 6 months rolling