+15,309.0%
INTU vs EXPD
+28,551.2%
-13,242.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.5% | +4.0% | +1.0% |
| 7D | +7.1% | -4.8% | +11.9% | +8.9% |
| 30D | +23.0% | -1.5% | +24.5% | +23.5% |
| 3M | +8.7% | +4.1% | +4.6% | +7.0% |
| 6M | -10.1% | +24.0% | -34.1% | -16.9% |
| YTD | -45.7% | +27.4% | -73.1% | -50.8% |
| 1Y | -45.1% | +38.4% | -83.5% | -51.7% |
| 3Y | -26.9% | +73.2% | -100.1% | -41.8% |
| 5Y | -40.0% | +59.9% | -99.8% | -50.6% |
| 10Y | +265.4% | +319.9% | -54.5% | +117.6% |
| All | +15,309.0% | +28,551.2% | -13,242.2% | +2,841.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling