+209.1%
INTU vs SPMO
+514.3%
-305.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.5% | +1.2% |
| 7D | -9.2% | +0.1% | -9.2% | -9.3% |
| 30D | -7.0% | -0.7% | -6.3% | -6.9% |
| 3M | +10.5% | +2.8% | +7.7% | +2.7% |
| 6M | -30.6% | +24.4% | -55.0% | -48.6% |
| YTD | -52.3% | +24.2% | -76.5% | -64.7% |
| 1Y | -51.8% | +24.5% | -76.3% | -64.6% |
| 3Y | -41.8% | +155.6% | -197.4% | -81.5% |
| 5Y | -42.8% | +148.2% | -191.0% | -80.8% |
| All | +209.1% | +514.3% | -305.3% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 10y: compounded portfolio wealth divided by compounded SPMO 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…
10y analysis · Full analysis span regression · 6 months rolling