-46.7%
INTU vs SOUN
-73.1%
+26.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +1.0% |
| 7D | +0.1% | -15.1% | +15.1% | +3.0% |
| 30D | +10.1% | -23.0% | +33.0% | +15.2% |
| 3M | -4.2% | -53.3% | +49.2% | +9.8% |
| 6M | -7.2% | -58.6% | +51.3% | +9.8% |
| YTD | -47.7% | -65.0% | +17.3% | -37.7% |
| 1Y | -46.7% | -71.4% | +24.7% | -33.9% |
| All | -46.7% | -73.1% | +26.4% | -33.9% |
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