+14,280.4%
INTU vs EXC
+1,468.9%
+12,811.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -3.1% |
| 7D | -7.1% | +0.3% | -7.4% | -7.2% |
| 30D | +1.5% | -3.7% | +5.2% | +2.5% |
| 3M | +10.7% | -1.3% | +11.9% | +11.0% |
| 6M | -23.8% | -9.7% | -14.1% | -21.9% |
| YTD | -49.3% | +2.9% | -52.2% | -50.0% |
| 1Y | -49.7% | +4.4% | -54.0% | -50.7% |
| 3Y | -38.0% | +22.2% | -60.2% | -42.8% |
| 5Y | -38.7% | +46.7% | -85.4% | -46.3% |
| 10Y | +221.3% | +155.3% | +66.0% | +143.4% |
| All | +14,280.4% | +1,468.9% | +12,811.6% | +8,121.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling