-34.1%
INTU vs SLV
+118.7%
-152.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +0.4% |
| 7D | +0.1% | -5.8% | +5.9% | 0.0% |
| 30D | +10.1% | -12.1% | +22.2% | +10.0% |
| 3M | -4.2% | -24.1% | +19.9% | -4.2% |
| 6M | -7.2% | -44.4% | +37.2% | -6.9% |
| YTD | -47.7% | -31.5% | -16.2% | -49.0% |
| 1Y | -46.7% | -6.9% | -39.8% | -50.0% |
| 3Y | -34.1% | +116.0% | -150.1% | -47.1% |
| All | -34.1% | +118.7% | -152.7% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 SLV 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