+107.8%
INTU vs SPOT
+227.0%
-119.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +7.4% |
| 6M | -23.8% | +1.6% | -25.4% | -25.5% |
| YTD | -49.3% | -6.6% | -42.7% | -49.5% |
| 1Y | -49.7% | -22.9% | -26.7% | -46.8% |
| 3Y | -38.0% | +244.3% | -282.3% | -62.7% |
| 5Y | -38.7% | +117.8% | -156.5% | -60.9% |
| All | +107.8% | +227.0% | -119.2% | +0.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling