+211.0%
INTU vs SPXU
-99.5%
+310.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -3.0% | -1.0% |
| 7D | -8.5% | +1.3% | -9.7% | -7.9% |
| 30D | -6.1% | +5.1% | -11.2% | -3.9% |
| 3M | +7.3% | -9.1% | +16.5% | +3.5% |
| 6M | -33.2% | -29.6% | -3.6% | -42.0% |
| YTD | -52.2% | -27.7% | -24.5% | -57.7% |
| 1Y | -52.7% | -37.0% | -15.7% | -60.3% |
| 3Y | -41.6% | -80.2% | +38.6% | -66.6% |
| 5Y | -42.6% | -86.0% | +43.4% | -64.1% |
| 10Y | +211.0% | -99.5% | +310.6% | -21.9% |
| All | +211.0% | -99.5% | +310.6% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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