-45.2%
INTU vs EXE
-18.4%
-26.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.9% | +6.4% | +3.8% |
| 7D | +8.7% | -4.7% | +13.3% | +9.2% |
| 30D | +25.9% | +1.0% | +24.8% | +25.3% |
| 3M | +10.7% | -5.6% | +16.3% | +11.2% |
| 6M | -11.6% | -12.3% | +0.7% | -10.3% |
| YTD | -45.4% | -19.5% | -25.9% | -44.0% |
| 1Y | -45.2% | -18.9% | -26.4% | -43.7% |
| All | -45.2% | -18.4% | -26.8% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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