+112.2%
INTU vs SPOT
+267.1%
-154.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.3% |
| 7D | -3.9% | +2.5% | -6.5% | -4.7% |
| 30D | +11.7% | +15.1% | -3.4% | +6.8% |
| 3M | +4.5% | +24.8% | -20.3% | -2.6% |
| 6M | -13.9% | +45.8% | -59.7% | -24.6% |
| YTD | -48.2% | +4.9% | -53.1% | -50.2% |
| 1Y | -47.1% | -1.3% | -45.9% | -48.3% |
| 3Y | -32.5% | +257.7% | -290.2% | -59.6% |
| 5Y | -42.6% | +118.5% | -161.1% | -63.3% |
| All | +112.2% | +267.1% | -154.9% | -1.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling