-52.7%
INTU vs SE
-42.8%
-9.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | -1.2% |
| 7D | -8.5% | -3.6% | -4.8% | -8.1% |
| 30D | -6.1% | -5.3% | -0.8% | -5.9% |
| 3M | +7.3% | +28.1% | -20.8% | +4.2% |
| 6M | -33.2% | +20.7% | -53.9% | -34.7% |
| YTD | -52.2% | -14.8% | -37.4% | -50.9% |
| 1Y | -52.7% | -43.6% | -9.1% | -49.5% |
| All | -52.7% | -42.8% | -9.9% | -49.5% |
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