+1,868.9%
INTU vs EXR
+2,662.2%
-793.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.1% | -2.9% |
| 7D | -7.1% | -2.6% | -4.5% | -6.2% |
| 30D | +1.5% | -7.2% | +8.6% | +4.2% |
| 3M | +10.7% | -3.5% | +14.2% | +12.2% |
| 6M | -23.8% | -5.3% | -18.5% | -22.8% |
| YTD | -49.3% | +9.4% | -58.7% | -51.4% |
| 1Y | -49.7% | +1.3% | -51.0% | -50.6% |
| 3Y | -38.0% | +22.4% | -60.4% | -44.6% |
| 5Y | -38.7% | -12.2% | -26.5% | -38.6% |
| 10Y | +221.3% | +148.6% | +72.8% | +118.8% |
| All | +1,868.9% | +2,662.2% | -793.4% | +460.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling