+209.1%
INTU vs SPXS
-99.5%
+308.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.2% | +0.4% |
| 7D | -9.2% | +6.4% | -15.5% | -6.7% |
| 30D | -7.0% | +6.0% | -13.0% | -4.5% |
| 3M | +10.5% | -11.6% | +22.2% | +5.2% |
| 6M | -30.6% | -28.7% | -1.9% | -39.3% |
| YTD | -52.3% | -26.3% | -26.1% | -57.5% |
| 1Y | -51.8% | -34.9% | -16.9% | -58.9% |
| 3Y | -41.8% | -79.5% | +37.6% | -66.2% |
| 5Y | -42.8% | -85.9% | +43.1% | -64.0% |
| All | +209.1% | -99.5% | +308.6% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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