+211.1%
INTU vs EXPE
+155.3%
+55.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -7.9% | +3.7% | -1.8% |
| 7D | -7.5% | -9.8% | +2.2% | -4.7% |
| 30D | -1.9% | -11.5% | +9.6% | +1.6% |
| 3M | +4.9% | +21.7% | -16.9% | -1.2% |
| 6M | -33.2% | +10.4% | -43.6% | -35.4% |
| YTD | -51.4% | -2.5% | -48.9% | -51.5% |
| 1Y | -52.0% | +27.3% | -79.3% | -56.0% |
| 3Y | -40.7% | +153.5% | -194.2% | -57.6% |
| 5Y | -41.7% | +91.1% | -132.8% | -56.6% |
| 10Y | +211.1% | +153.1% | +58.0% | +80.4% |
| All | +211.1% | +155.3% | +55.8% | +80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 10y: compounded portfolio wealth divided by compounded EXPE 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…
10y analysis · Full analysis span regression · 6 months rolling