+211.0%
INTU vs EXEL
+378.5%
-167.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -1.8% |
| 7D | -8.5% | -0.3% | -8.1% | -8.4% |
| 30D | -6.1% | +10.1% | -16.3% | -7.8% |
| 3M | +7.3% | +10.1% | -2.7% | +5.3% |
| 6M | -33.2% | +37.7% | -70.9% | -37.3% |
| YTD | -52.2% | +33.1% | -85.2% | -55.0% |
| 1Y | -52.7% | +52.4% | -105.1% | -56.7% |
| 3Y | -41.6% | +163.8% | -205.4% | -53.4% |
| 5Y | -42.6% | +198.5% | -241.2% | -55.8% |
| 10Y | +211.0% | +386.9% | -175.8% | +125.8% |
| All | +211.0% | +378.5% | -167.5% | +125.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded EXEL 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling