-42.6%
INTU vs SMTC
+28.0%
-70.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +12.8% | -13.8% | -2.0% |
| 7D | -3.9% | -4.8% | +0.9% | -3.9% |
| 30D | +11.7% | -37.8% | +49.5% | +15.7% |
| 3M | +4.5% | -16.5% | +21.0% | +3.4% |
| 6M | -13.9% | -4.4% | -9.5% | -19.4% |
| YTD | -48.2% | +58.0% | -106.2% | -56.8% |
| 1Y | -47.1% | +62.0% | -109.1% | -56.3% |
| 3Y | -32.5% | +745.7% | -778.2% | -70.8% |
| 5Y | -42.6% | +29.0% | -71.6% | -37.8% |
| All | -42.6% | +28.0% | -70.6% | -37.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling