-47.7%
INTU vs EXPD
+41.2%
-88.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.8% |
| 7D | -4.1% | +3.6% | -7.7% | -4.7% |
| 30D | +12.8% | +0.3% | +12.6% | +12.6% |
| 3M | +2.1% | +6.1% | -4.0% | +0.9% |
| 6M | -11.5% | +27.4% | -38.8% | -14.9% |
| YTD | -47.9% | +32.0% | -79.9% | -50.9% |
| 1Y | -47.7% | +40.5% | -88.2% | -52.4% |
| All | -47.7% | +41.2% | -88.9% | -52.4% |
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