-47.5%
INTU vs EXPD
+39.7%
-87.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.7% | -3.7% | -1.4% |
| 7D | -3.9% | -5.5% | +1.5% | -3.1% |
| 30D | +11.7% | -1.9% | +13.6% | +11.9% |
| 3M | +4.5% | +6.1% | -1.6% | +3.3% |
| 6M | -13.9% | +21.6% | -35.5% | -16.6% |
| YTD | -48.2% | +27.9% | -76.1% | -50.9% |
| All | -47.5% | +39.7% | -87.2% | -51.8% |
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