-51.6%
INTU vs SOLS
+22.7%
-74.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.3% | -5.4% | -3.9% |
| 7D | -7.5% | +4.5% | -12.1% | -6.8% |
| 30D | -1.9% | +6.0% | -7.9% | -1.0% |
| 3M | +4.9% | -19.7% | +24.5% | +2.4% |
| 6M | -33.2% | -10.4% | -22.8% | -33.0% |
| YTD | -51.4% | +33.3% | -84.7% | -49.0% |
| All | -51.6% | +22.7% | -74.3% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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