+14,587.7%
INTU vs SMTC
+41,304.4%
-26,716.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +12.8% | -13.8% | -3.5% |
| 7D | -3.9% | -4.8% | +0.9% | -4.1% |
| 30D | +11.7% | -37.8% | +49.5% | +19.9% |
| 3M | +4.5% | -16.5% | +21.0% | +2.8% |
| 6M | -13.9% | -4.4% | -9.5% | -21.3% |
| YTD | -48.2% | +58.0% | -106.2% | -58.6% |
| 1Y | -47.1% | +62.0% | -109.1% | -58.2% |
| 3Y | -32.5% | +745.7% | -778.2% | -68.1% |
| 5Y | -42.6% | +29.0% | -71.6% | -59.2% |
| 10Y | +235.3% | +351.4% | -116.1% | +72.0% |
| All | +14,587.7% | +41,304.4% | -26,716.8% | +5,415.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling