+130.0%
INTU vs SE
+597.4%
-467.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.1% | -5.2% | -4.4% |
| 7D | -7.5% | +0.6% | -8.1% | -7.7% |
| 30D | -1.9% | -0.1% | -1.9% | -2.4% |
| 3M | +4.9% | +34.1% | -29.3% | -2.7% |
| 6M | -33.2% | +23.2% | -56.4% | -37.4% |
| YTD | -51.4% | -11.2% | -40.2% | -51.2% |
| 1Y | -52.0% | -40.5% | -11.5% | -47.3% |
| 3Y | -40.7% | +196.3% | -237.0% | -57.8% |
| 5Y | -41.7% | -67.0% | +25.3% | -38.0% |
| All | +130.0% | +597.4% | -467.4% | +24.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling