+237.9%
INTU vs SMTC
+334.8%
-96.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.5% | +3.2% | +1.1% |
| 7D | -1.2% | -10.9% | +9.7% | -0.2% |
| 30D | +12.4% | -39.4% | +51.9% | +20.3% |
| 3M | +2.3% | -13.5% | +15.8% | -0.1% |
| 6M | -13.3% | -6.8% | -6.5% | -21.0% |
| YTD | -47.9% | +54.0% | -101.9% | -59.3% |
| 1Y | -47.2% | +50.8% | -97.9% | -58.7% |
| 3Y | -33.9% | +677.3% | -711.2% | -75.1% |
| 5Y | -41.3% | +28.7% | -70.1% | -58.2% |
| 10Y | +237.9% | +339.9% | -102.0% | +54.7% |
| All | +237.9% | +334.8% | -96.9% | +54.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling