-34.1%
INTU vs EOSE
+48.1%
-82.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.5% | -5.1% | +0.4% |
| 7D | +0.1% | +9.8% | -9.7% | 0.0% |
| 30D | +10.1% | -2.1% | +12.1% | +10.1% |
| 3M | -4.2% | -54.1% | +49.9% | -4.0% |
| 6M | -7.2% | -76.9% | +69.7% | -6.2% |
| YTD | -47.7% | -83.3% | +35.6% | -46.9% |
| 1Y | -46.7% | -87.4% | +40.7% | -45.4% |
| 3Y | -34.1% | +61.9% | -95.9% | -40.9% |
| All | -34.1% | +48.1% | -82.1% | -40.9% |
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