-29.9%
INTU vs EXEL
+231.1%
-261.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.3% | -5.0% | -3.8% |
| 7D | +0.1% | +0.3% | -0.1% | +0.1% |
| 30D | +15.4% | +19.0% | -3.6% | +14.5% |
| 3M | +6.6% | +33.3% | -26.7% | +5.2% |
| 6M | -11.3% | +42.9% | -54.2% | -12.8% |
| YTD | -47.7% | +58.7% | -106.4% | -49.1% |
| 1Y | -47.0% | +70.5% | -117.5% | -48.7% |
| 3Y | -29.9% | +233.8% | -263.8% | -36.1% |
| All | -29.9% | +231.1% | -261.1% | -36.1% |
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