-41.5%
INTU vs EOSE
+49.8%
-91.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.5% | +1.9% | -1.6% |
| 7D | -8.5% | +15.0% | -23.4% | -8.5% |
| 30D | -6.1% | +2.5% | -8.6% | -6.1% |
| 3M | +7.3% | -33.7% | +41.0% | +7.8% |
| 6M | -33.2% | -32.7% | -0.5% | -33.2% |
| YTD | -52.2% | -63.8% | +11.6% | -51.6% |
| 1Y | -52.7% | -40.5% | -12.1% | -53.4% |
| All | -41.5% | +49.8% | -91.3% | -46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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