-49.7%
INTU vs EXPD
+57.8%
-107.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.9% | -4.3% | -3.5% |
| 7D | -7.1% | -1.1% | -5.9% | -7.0% |
| 30D | +1.5% | +4.1% | -2.6% | +1.0% |
| 3M | +10.7% | +17.9% | -7.2% | +8.5% |
| 6M | -23.8% | +29.2% | -53.1% | -25.7% |
| YTD | -49.3% | +27.4% | -76.7% | -50.4% |
| 1Y | -49.7% | +56.8% | -106.5% | -50.9% |
| All | -49.7% | +57.8% | -107.5% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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