-46.7%
INTU vs ET
+25.8%
-72.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.6% | +0.4% |
| 7D | +0.1% | +2.5% | -2.5% | +0.4% |
| 30D | +10.1% | -2.5% | +12.5% | +9.8% |
| 3M | -4.2% | -4.9% | +0.7% | -4.4% |
| 6M | -7.2% | -0.1% | -7.2% | -8.1% |
| YTD | -47.7% | +26.2% | -73.9% | -45.2% |
| 1Y | -46.7% | +25.2% | -71.9% | -44.0% |
| All | -46.7% | +25.8% | -72.5% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 1y: compounded portfolio wealth divided by compounded ET 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…
1y analysis · Full analysis span regression · 6 months rolling