-40.7%
INTU vs EOG
+21.8%
-62.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.1% | -4.3% | -4.2% |
| 7D | -7.5% | -2.0% | -5.5% | -7.2% |
| 30D | -1.9% | +7.9% | -9.8% | -3.2% |
| 3M | +4.9% | +4.5% | +0.4% | +3.8% |
| 6M | -33.2% | +12.3% | -45.5% | -34.5% |
| YTD | -51.4% | +41.9% | -93.3% | -53.9% |
| 1Y | -52.0% | +27.8% | -79.8% | -53.6% |
| 3Y | -40.7% | +21.8% | -62.5% | -43.0% |
| All | -40.7% | +21.8% | -62.5% | -43.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling