-45.2%
INTU vs SE
-48.0%
+2.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.5% | -1.0% | +3.1% |
| 7D | +8.7% | +6.7% | +2.0% | +8.1% |
| 30D | +25.9% | -17.2% | +43.1% | +27.9% |
| 3M | +10.7% | -28.0% | +38.8% | +13.7% |
| 6M | -11.6% | -6.1% | -5.5% | -11.8% |
| YTD | -45.4% | -37.1% | -8.3% | -42.0% |
| 1Y | -45.2% | -48.8% | +3.5% | -41.1% |
| All | -45.2% | -48.0% | +2.8% | -41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 1y: compounded portfolio wealth divided by compounded SE 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…
1y analysis · Full analysis span regression · 6 months rolling