-38.4%
INTU vs SPOT
+107.9%
-146.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.2% | -0.2% | -2.4% |
| 7D | -7.1% | -0.9% | -6.2% | -6.8% |
| 30D | +1.5% | +12.5% | -11.0% | -2.3% |
| 3M | +10.7% | +9.9% | +0.8% | +7.3% |
| 6M | -23.8% | +1.6% | -25.4% | -25.4% |
| YTD | -49.3% | -6.6% | -42.7% | -49.3% |
| 1Y | -49.7% | -22.9% | -26.7% | -46.4% |
| 3Y | -38.0% | +244.3% | -282.3% | -65.0% |
| All | -38.4% | +107.9% | -146.3% | -66.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling