-41.5%
INTU vs SIRI
-24.2%
-17.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.5% |
| 7D | -8.5% | -3.9% | -4.6% | -8.0% |
| 30D | -6.1% | -0.8% | -5.3% | -6.1% |
| 3M | +7.3% | +4.3% | +3.0% | +7.0% |
| 6M | -33.2% | +34.1% | -67.3% | -35.8% |
| YTD | -52.2% | +47.3% | -99.5% | -54.7% |
| 1Y | -52.7% | +22.9% | -75.6% | -54.2% |
| All | -41.5% | -24.2% | -17.3% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 3y: compounded portfolio wealth divided by compounded SIRI 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…
3y analysis · Full analysis span regression · 6 months rolling