+209.1%
INTU vs ETR
+298.4%
-89.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +1.0% | +0.1% |
| 7D | -9.2% | -1.9% | -7.3% | -8.5% |
| 30D | -7.0% | -0.2% | -6.8% | -7.1% |
| 3M | +10.5% | -3.7% | +14.3% | +11.7% |
| 6M | -30.6% | +2.1% | -32.7% | -32.4% |
| YTD | -52.3% | +16.5% | -68.8% | -56.4% |
| 1Y | -51.8% | +22.5% | -74.3% | -57.0% |
| 3Y | -41.8% | +144.7% | -186.5% | -63.8% |
| 5Y | -42.8% | +125.2% | -168.0% | -63.4% |
| All | +209.1% | +298.4% | -89.3% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ETR 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling