+1,292.6%
INTU vs SPXU
-100.0%
+1,392.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.5% | -0.9% |
| 7D | -3.9% | +1.5% | -5.5% | -3.1% |
| 30D | +12.0% | +6.4% | +5.6% | +15.0% |
| 3M | +2.3% | +4.2% | -1.9% | +4.6% |
| 6M | -12.1% | -7.8% | -4.3% | -14.1% |
| YTD | -47.5% | -27.5% | -20.0% | -52.9% |
| 1Y | -46.9% | -27.1% | -19.7% | -52.0% |
| 3Y | -33.5% | -80.8% | +47.3% | -60.4% |
| 5Y | -41.2% | -84.1% | +42.9% | -59.3% |
| 10Y | +233.5% | -99.5% | +333.0% | +0.2% |
| All | +1,292.6% | -100.0% | +1,392.6% | +72.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling