-47.7%
INTU vs SBAC
-5.3%
-42.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.6% |
| 7D | -4.1% | -3.4% | -0.8% | -3.9% |
| 30D | +12.8% | +2.6% | +10.2% | +12.6% |
| 3M | +2.1% | +2.6% | -0.5% | +1.8% |
| 6M | -11.5% | -11.5% | +0.1% | -13.2% |
| YTD | -47.9% | -1.6% | -46.3% | -49.0% |
| 1Y | -47.7% | -5.1% | -42.6% | -47.9% |
| All | -47.7% | -5.3% | -42.4% | -47.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling