-49.7%
INTU vs SPOT
-21.9%
-27.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.2% | -0.2% | -3.0% |
| 7D | -7.1% | -0.9% | -6.2% | -7.0% |
| 30D | +1.5% | +12.5% | -11.0% | +0.1% |
| 3M | +10.7% | +9.9% | +0.8% | +9.0% |
| 6M | -23.8% | +1.6% | -25.4% | -22.1% |
| YTD | -49.3% | -6.6% | -42.7% | -46.2% |
| 1Y | -49.7% | -22.9% | -26.7% | -44.5% |
| All | -49.7% | -21.9% | -27.8% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 1y: compounded portfolio wealth divided by compounded SPOT 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…
1y analysis · Full analysis span regression · 6 months rolling