-51.8%
INTU vs EOG
+29.6%
-81.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -7.3% |
| 3M | +10.5% | +5.9% | +4.6% | +9.2% |
| 6M | -30.6% | +17.1% | -47.6% | -30.7% |
| YTD | -52.3% | +43.9% | -96.3% | -50.4% |
| 1Y | -51.8% | +26.9% | -78.7% | -49.9% |
| All | -51.8% | +29.6% | -81.4% | -49.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling