+211.0%
INTU vs SPG
+59.6%
+151.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.9% | -0.9% |
| 7D | -8.5% | -1.7% | -6.8% | -8.0% |
| 30D | -6.1% | -6.3% | +0.1% | -4.4% |
| 3M | +7.3% | -2.4% | +9.8% | +8.1% |
| 6M | -33.2% | +9.6% | -42.9% | -35.2% |
| YTD | -52.2% | +14.2% | -66.4% | -54.1% |
| 1Y | -52.7% | +19.3% | -72.0% | -55.2% |
| 3Y | -41.6% | +106.7% | -148.3% | -52.9% |
| 5Y | -42.6% | +104.2% | -146.9% | -53.7% |
| 10Y | +211.0% | +63.7% | +147.4% | +167.0% |
| All | +211.0% | +59.6% | +151.5% | +167.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SPG 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling