+235.3%
INTU vs EXEL
+445.6%
-210.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.1% | -4.1% | -1.5% |
| 7D | -3.9% | +2.3% | -6.2% | -4.4% |
| 30D | +11.7% | +19.8% | -8.1% | +8.1% |
| 3M | +4.5% | +32.7% | -28.2% | -0.9% |
| 6M | -13.9% | +49.0% | -62.8% | -20.3% |
| YTD | -48.2% | +63.7% | -111.9% | -53.2% |
| 1Y | -47.1% | +75.8% | -122.9% | -53.0% |
| 3Y | -32.5% | +241.3% | -273.8% | -49.3% |
| 5Y | -42.6% | +289.0% | -331.6% | -58.5% |
| 10Y | +235.3% | +377.6% | -142.3% | +134.4% |
| All | +235.3% | +445.6% | -210.3% | +134.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling