-20.5%
INTU vs SOUN
-55.6%
+35.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.4% | +5.1% | +0.9% |
| 7D | -1.2% | -6.1% | +4.8% | -0.9% |
| 30D | +12.4% | -28.2% | +40.6% | +14.2% |
| 3M | +2.3% | -48.1% | +50.4% | +5.5% |
| 6M | -13.3% | -56.4% | +43.1% | -10.0% |
| YTD | -47.9% | -61.2% | +13.3% | -45.8% |
| 1Y | -47.2% | -73.1% | +26.0% | -44.2% |
| 3Y | -33.9% | +116.2% | -150.1% | -38.4% |
| All | -20.5% | -55.6% | +35.1% | -26.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling