-41.7%
INTU vs SPXU
-86.0%
+44.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.8% | -3.4% |
| 7D | -7.5% | -1.5% | -6.1% | -8.1% |
| 30D | -1.9% | +3.7% | -5.7% | -0.2% |
| 3M | +4.9% | -9.6% | +14.4% | +0.8% |
| 6M | -33.2% | -32.4% | -0.9% | -43.4% |
| YTD | -51.4% | -28.7% | -22.7% | -57.5% |
| 1Y | -52.0% | -38.2% | -13.8% | -60.5% |
| 3Y | -40.7% | -80.4% | +39.8% | -68.8% |
| 5Y | -41.7% | -86.0% | +44.3% | -65.1% |
| All | -41.7% | -86.0% | +44.3% | -65.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling