-47.5%
INTU vs EXEL
+74.8%
-122.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.1% | -4.1% | -0.9% |
| 7D | -3.9% | +2.3% | -6.2% | -3.8% |
| 30D | +11.7% | +19.8% | -8.1% | +12.6% |
| 3M | +4.5% | +32.7% | -28.2% | +6.3% |
| 6M | -13.9% | +49.0% | -62.8% | -11.1% |
| YTD | -48.2% | +63.7% | -111.9% | -46.8% |
| All | -47.5% | +74.8% | -122.3% | -46.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling