-45.2%
INTU vs SMTC
+70.8%
-116.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -12.9% | +16.4% | +0.6% |
| 7D | +8.7% | -24.5% | +33.2% | +2.8% |
| 30D | +25.9% | -42.5% | +68.3% | +13.9% |
| 3M | +10.7% | -14.1% | +24.8% | +10.1% |
| 6M | -11.6% | +3.6% | -15.2% | -12.0% |
| YTD | -45.4% | +50.6% | -96.0% | -46.7% |
| 1Y | -45.2% | +72.2% | -117.5% | -46.5% |
| All | -45.2% | +70.8% | -116.1% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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