-40.7%
INTU vs SOUN
+177.2%
-217.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.5% | -1.6% | -4.0% |
| 7D | -7.5% | -4.1% | -3.5% | -7.3% |
| 30D | -1.9% | -18.1% | +16.1% | -0.6% |
| 3M | +4.9% | -12.3% | +17.1% | +5.5% |
| 6M | -33.2% | -18.6% | -14.6% | -32.6% |
| YTD | -51.4% | -34.1% | -17.3% | -50.5% |
| 1Y | -52.0% | -57.0% | +5.0% | -50.1% |
| 3Y | -40.7% | +185.7% | -226.3% | -49.0% |
| All | -40.7% | +177.2% | -217.9% | -49.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling