+211.0%
INTU vs SMTC
+504.7%
-293.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.7% |
| 7D | -8.5% | +22.5% | -30.9% | -12.3% |
| 30D | -6.1% | +24.9% | -31.0% | -11.5% |
| 3M | +7.3% | +4.1% | +3.3% | +2.4% |
| 6M | -33.2% | +92.6% | -125.8% | -47.1% |
| YTD | -52.2% | +122.5% | -174.6% | -63.9% |
| 1Y | -52.7% | +166.2% | -218.9% | -66.5% |
| 3Y | -41.6% | +577.2% | -618.8% | -74.9% |
| 5Y | -42.6% | +119.0% | -161.6% | -63.0% |
| 10Y | +211.0% | +527.9% | -316.8% | +31.1% |
| All | +211.0% | +504.7% | -293.7% | +31.1% |
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