-25.3%
INTU vs SOUN
-28.2%
+2.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +2.8% |
| 7D | -3.3% | -7.1% | +3.8% | -3.0% |
| 30D | -3.9% | -15.4% | +11.5% | -3.1% |
| 3M | +16.6% | -10.6% | +27.2% | +17.0% |
| 6M | -26.4% | -19.6% | -6.8% | -25.9% |
| YTD | -51.0% | -37.2% | -13.8% | -50.2% |
| 1Y | -50.8% | -57.1% | +6.3% | -49.3% |
| 3Y | -40.1% | +178.2% | -218.3% | -45.1% |
| All | -25.3% | -28.2% | +2.9% | -32.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling