+216.0%
INTU vs SBAC
+80.2%
+135.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -4.0% |
| 7D | -7.5% | -0.1% | -7.5% | -7.5% |
| 30D | -1.9% | +3.2% | -5.2% | -3.2% |
| 3M | +4.9% | -5.1% | +9.9% | +6.7% |
| 6M | -33.2% | -2.1% | -31.1% | -34.1% |
| YTD | -51.4% | -0.5% | -50.9% | -52.8% |
| 1Y | -52.0% | +1.1% | -53.1% | -53.8% |
| 3Y | -40.7% | -7.4% | -33.3% | -43.5% |
| 5Y | -41.7% | -44.3% | +2.6% | -26.8% |
| All | +216.0% | +80.2% | +135.8% | +161.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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