+14,280.4%
INTU vs SMTC
+52,483.1%
-38,202.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +9.2% | -12.6% | -5.3% |
| 7D | -7.1% | +12.7% | -19.8% | -9.5% |
| 30D | +1.5% | +22.0% | -20.5% | -4.3% |
| 3M | +10.7% | -12.7% | +23.3% | +9.1% |
| 6M | -23.8% | +64.8% | -88.6% | -36.7% |
| YTD | -49.3% | +100.7% | -150.0% | -60.0% |
| 1Y | -49.7% | +146.9% | -196.6% | -62.6% |
| 3Y | -38.0% | +456.8% | -494.8% | -66.6% |
| 5Y | -38.7% | +89.2% | -128.0% | -58.5% |
| 10Y | +221.3% | +426.9% | -205.5% | +65.8% |
| All | +14,280.4% | +52,483.1% | -38,202.7% | +5,238.3% |
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