-34.1%
INTU vs EXEL
+230.5%
-264.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.7% | +0.5% |
| 7D | +0.1% | -0.8% | +0.9% | +0.1% |
| 30D | +10.1% | +13.1% | -3.1% | +9.4% |
| 3M | -4.2% | +36.3% | -40.5% | -5.6% |
| 6M | -7.2% | +34.5% | -41.8% | -8.6% |
| YTD | -47.7% | +57.4% | -105.1% | -49.1% |
| 1Y | -46.7% | +62.9% | -109.6% | -48.3% |
| 3Y | -34.1% | +229.5% | -263.6% | -40.6% |
| All | -34.1% | +230.5% | -264.5% | -40.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling