+14,683.6%
INTU vs SMTC
+40,252.0%
-25,568.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.5% | +3.2% | +1.2% |
| 7D | -1.2% | -10.9% | +9.7% | -0.1% |
| 30D | +12.4% | -39.4% | +51.9% | +21.3% |
| 3M | +2.3% | -13.5% | +15.8% | 0.0% |
| 6M | -13.3% | -6.8% | -6.5% | -20.4% |
| YTD | -47.9% | +54.0% | -101.9% | -58.2% |
| 1Y | -47.2% | +50.8% | -97.9% | -57.6% |
| 3Y | -33.9% | +677.3% | -711.2% | -68.1% |
| 5Y | -41.3% | +28.7% | -70.1% | -58.4% |
| 10Y | +237.9% | +339.9% | -102.0% | +74.2% |
| All | +14,683.6% | +40,252.0% | -25,568.4% | +5,479.5% |
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