-38.4%
INTU vs SNAP
-92.8%
+54.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.0% | +0.7% | -2.7% |
| 7D | -7.1% | +0.7% | -7.8% | -7.2% |
| 30D | +1.5% | +2.6% | -1.2% | +0.9% |
| 3M | +10.7% | -9.9% | +20.5% | +11.8% |
| 6M | -23.8% | +1.9% | -25.7% | -25.2% |
| YTD | -49.3% | -32.2% | -17.1% | -46.8% |
| 1Y | -49.7% | -22.8% | -26.8% | -48.5% |
| 3Y | -38.0% | -47.6% | +9.6% | -37.7% |
| All | -38.4% | -92.8% | +54.4% | -28.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling