-42.2%
INTU vs EXPD
+55.6%
-97.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.3% | -1.5% | -2.7% |
| 7D | +0.1% | -7.2% | +7.3% | +3.4% |
| 30D | +15.4% | -3.3% | +18.7% | +17.0% |
| 3M | +6.6% | +3.4% | +3.2% | +4.7% |
| 6M | -11.3% | +22.7% | -34.0% | -19.7% |
| YTD | -47.7% | +24.5% | -72.2% | -53.9% |
| 1Y | -47.0% | +38.6% | -85.7% | -55.9% |
| 3Y | -29.9% | +71.5% | -101.4% | -51.5% |
| All | -42.2% | +55.6% | -97.8% | -58.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling