+236.7%
INTU vs EXPD
+335.0%
-98.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.9% | +0.7% |
| 7D | +0.1% | +5.5% | -5.5% | -2.8% |
| 30D | +10.1% | -0.8% | +10.9% | +10.2% |
| 3M | -4.2% | +4.1% | -8.3% | -6.6% |
| 6M | -7.2% | +25.7% | -32.9% | -18.4% |
| YTD | -47.7% | +31.4% | -79.1% | -56.0% |
| 1Y | -46.7% | +42.2% | -88.9% | -57.2% |
| 3Y | -34.1% | +77.2% | -111.3% | -55.8% |
| 5Y | -43.3% | +61.0% | -104.3% | -60.2% |
| All | +236.7% | +335.0% | -98.3% | +35.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling