-38.1%
INTU vs SPXU
-80.9%
+42.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.3% | -4.6% | -3.0% |
| 7D | -7.1% | -0.1% | -7.0% | -7.1% |
| 30D | +1.5% | +0.8% | +0.6% | +1.8% |
| 3M | +10.7% | -4.7% | +15.4% | +9.8% |
| 6M | -23.8% | -29.6% | +5.8% | -31.3% |
| YTD | -49.3% | -29.9% | -19.4% | -54.1% |
| 1Y | -49.7% | -39.1% | -10.6% | -56.3% |
| All | -38.1% | -80.9% | +42.7% | -63.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling