-38.1%
INTU vs EXPE
+176.2%
-214.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.7% | -2.9% |
| 7D | -7.1% | -9.5% | +2.4% | -4.6% |
| 30D | +1.5% | -6.6% | +8.1% | +3.3% |
| 3M | +10.7% | +31.4% | -20.7% | +3.2% |
| 6M | -23.8% | +35.2% | -59.0% | -29.6% |
| YTD | -49.3% | +5.8% | -55.1% | -50.7% |
| 1Y | -49.7% | +38.7% | -88.3% | -53.7% |
| All | -38.1% | +176.2% | -214.3% | -50.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling