-32.5%
INTU vs EXPD
+72.3%
-104.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.7% | -3.7% | -1.5% |
| 7D | -3.9% | -5.5% | +1.5% | -2.9% |
| 30D | +11.7% | -1.9% | +13.6% | +12.0% |
| 3M | +4.5% | +6.1% | -1.6% | +3.1% |
| 6M | -13.9% | +21.6% | -35.5% | -17.2% |
| YTD | -48.2% | +27.9% | -76.1% | -51.0% |
| 1Y | -47.1% | +39.4% | -86.5% | -50.9% |
| 3Y | -32.5% | +72.7% | -105.2% | -43.5% |
| All | -32.5% | +72.3% | -104.7% | -43.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling