-45.2%
INTU vs SOUN
-73.4%
+28.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.9% | -1.4% | +2.6% |
| 7D | +8.7% | -2.7% | +11.4% | +9.1% |
| 30D | +25.9% | -26.5% | +52.4% | +32.6% |
| 3M | +10.7% | -33.6% | +44.4% | +18.2% |
| 6M | -11.6% | -54.4% | +42.8% | +2.6% |
| YTD | -45.4% | -56.7% | +11.3% | -38.2% |
| 1Y | -45.2% | -71.4% | +26.2% | -35.1% |
| All | -45.2% | -73.4% | +28.2% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 1y: compounded portfolio wealth divided by compounded SOUN 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…
1y analysis · Full analysis span regression · 6 months rolling