-22.7%
INTU vs SOUN
-22.7%
0.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -7.1% | -5.2% | -1.9% | -6.8% |
| 30D | +1.5% | +4.8% | -3.4% | +1.1% |
| 3M | +10.7% | -15.9% | +26.5% | +11.3% |
| 6M | -23.8% | -17.4% | -6.4% | -23.4% |
| YTD | -49.3% | -32.4% | -16.9% | -48.7% |
| 1Y | -49.7% | -49.3% | -0.4% | -48.6% |
| 3Y | -38.0% | +167.5% | -205.5% | -43.2% |
| All | -22.7% | -22.7% | 0.0% | -29.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling