+13,469.6%
INTU vs EQT
+1,865.8%
+11,603.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.4% |
| 7D | -8.5% | -2.0% | -6.4% | -8.1% |
| 30D | -6.1% | +1.0% | -7.1% | -6.3% |
| 3M | +7.3% | +4.0% | +3.3% | +6.3% |
| 6M | -33.2% | -11.7% | -21.5% | -31.9% |
| YTD | -52.2% | +2.8% | -55.0% | -52.7% |
| 1Y | -52.7% | +10.0% | -62.7% | -54.0% |
| 3Y | -41.6% | +34.1% | -75.8% | -46.5% |
| 5Y | -42.6% | +195.3% | -237.9% | -56.7% |
| 10Y | +211.0% | +51.6% | +159.5% | +138.2% |
| All | +13,469.6% | +1,865.8% | +11,603.8% | +4,175.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling