+1,304.8%
INTU vs SLV
+363.7%
+941.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.2% | -3.3% |
| 7D | -7.1% | -0.3% | -6.7% | -7.0% |
| 30D | +1.5% | +6.7% | -5.2% | +0.8% |
| 3M | +10.7% | -10.7% | +21.4% | +11.6% |
| 6M | -23.8% | -20.6% | -3.2% | -22.7% |
| YTD | -49.3% | -7.1% | -42.2% | -50.3% |
| 1Y | -49.7% | +62.0% | -111.6% | -54.0% |
| 3Y | -38.0% | +169.8% | -207.8% | -47.3% |
| 5Y | -38.7% | +161.5% | -200.2% | -48.0% |
| 10Y | +221.3% | +224.4% | -3.1% | +161.2% |
| All | +1,304.8% | +363.7% | +941.1% | +905.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling