+194.9%
INTU vs SNAP
-79.3%
+274.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.6% | -1.2% | -3.4% |
| 7D | +0.1% | -7.1% | +7.2% | +1.1% |
| 30D | +15.4% | -14.6% | +30.1% | +18.0% |
| 3M | +6.6% | -5.0% | +11.6% | +6.9% |
| 6M | -11.3% | -18.8% | +7.5% | -9.4% |
| YTD | -47.7% | -38.5% | -9.2% | -44.6% |
| 1Y | -47.0% | -38.1% | -8.9% | -44.0% |
| 3Y | -29.9% | -53.8% | +23.8% | -27.7% |
| 5Y | -42.2% | -90.7% | +48.5% | -31.3% |
| All | +194.9% | -79.3% | +274.2% | +164.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling