+235.3%
INTU vs EXC
+176.1%
+59.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.0% | -1.0% |
| 7D | -3.9% | -1.7% | -2.2% | -3.1% |
| 30D | +11.7% | +9.3% | +2.4% | +7.2% |
| 3M | +4.5% | +1.0% | +3.4% | +3.9% |
| 6M | -13.9% | +5.9% | -19.8% | -16.6% |
| YTD | -48.2% | +7.6% | -55.9% | -50.6% |
| 1Y | -47.1% | +2.4% | -49.6% | -48.4% |
| 3Y | -32.5% | +30.2% | -62.7% | -43.8% |
| 5Y | -42.6% | +41.4% | -83.9% | -55.0% |
| 10Y | +235.3% | +183.8% | +51.5% | +89.3% |
| All | +235.3% | +176.1% | +59.2% | +89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 10y: compounded portfolio wealth divided by compounded EXC 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…
10y analysis · Full analysis span regression · 6 months rolling