-20.2%
INTU vs SOUN
-60.0%
+39.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +0.6% |
| 7D | +0.1% | -15.1% | +15.1% | +0.8% |
| 30D | +10.1% | -23.0% | +33.0% | +11.4% |
| 3M | -4.2% | -53.3% | +49.2% | -0.6% |
| 6M | -7.2% | -58.6% | +51.3% | -3.4% |
| YTD | -47.7% | -65.0% | +17.3% | -45.3% |
| 1Y | -46.7% | -71.4% | +24.7% | -43.9% |
| 3Y | -34.1% | +75.4% | -109.4% | -38.0% |
| All | -20.2% | -60.0% | +39.8% | -25.4% |
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