+13,419.0%
INTU vs EQT
+1,877.7%
+11,541.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.5% |
| 7D | -9.2% | -1.2% | -8.0% | -8.9% |
| 30D | -7.0% | +1.1% | -8.1% | -7.3% |
| 3M | +10.5% | +4.8% | +5.7% | +9.3% |
| 6M | -30.6% | -10.6% | -20.0% | -29.4% |
| YTD | -52.3% | +3.4% | -55.8% | -52.9% |
| 1Y | -51.8% | +8.7% | -60.5% | -53.0% |
| 3Y | -41.8% | +35.0% | -76.8% | -46.8% |
| 5Y | -42.8% | +204.2% | -247.1% | -57.1% |
| 10Y | +209.9% | +52.5% | +157.4% | +137.0% |
| All | +13,419.0% | +1,877.7% | +11,541.4% | +4,154.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded EQT 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling