-40.7%
INTU vs SNAP
-43.9%
+3.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -4.0% |
| 7D | -7.5% | +1.5% | -9.0% | -7.7% |
| 30D | -1.9% | +1.9% | -3.8% | -2.3% |
| 3M | +4.9% | -3.9% | +8.7% | +4.8% |
| 6M | -33.2% | +5.2% | -38.5% | -34.5% |
| YTD | -51.4% | -32.7% | -18.7% | -49.6% |
| 1Y | -52.0% | -24.8% | -27.2% | -50.9% |
| 3Y | -40.7% | -42.2% | +1.5% | -48.1% |
| All | -40.7% | -43.9% | +3.2% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 3y: compounded portfolio wealth divided by compounded SNAP 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…
3y analysis · Full analysis span regression · 6 months rolling