-40.2%
INTU vs EOSE
-70.0%
+29.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +2.9% |
| 7D | -3.3% | +1.8% | -5.1% | -3.5% |
| 30D | -3.9% | -6.8% | +2.9% | -3.9% |
| 3M | +16.6% | -36.3% | +52.9% | +18.2% |
| 6M | -26.4% | -38.8% | +12.3% | -26.2% |
| YTD | -51.0% | -65.5% | +14.5% | -49.9% |
| 1Y | -50.8% | -45.3% | -5.5% | -51.8% |
| 3Y | -40.1% | +44.2% | -84.2% | -48.9% |
| All | -40.2% | -70.0% | +29.8% | -53.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling