+235.3%
INTU vs EXR
+215.3%
+20.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.2% |
| 7D | -3.9% | +2.7% | -6.6% | -4.9% |
| 30D | +11.7% | +18.9% | -7.2% | +4.7% |
| 3M | +4.5% | +8.4% | -3.9% | +1.4% |
| 6M | -13.9% | +14.3% | -28.2% | -18.2% |
| YTD | -48.2% | +27.2% | -75.5% | -53.3% |
| 1Y | -47.1% | +25.9% | -73.1% | -52.2% |
| 3Y | -32.5% | +54.6% | -87.1% | -46.3% |
| 5Y | -42.6% | -0.6% | -42.0% | -45.0% |
| 10Y | +235.3% | +208.5% | +26.8% | +129.5% |
| All | +235.3% | +215.3% | +20.0% | +129.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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