+1,245.9%
INTU vs SPXU
-100.0%
+1,345.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.3% | -4.6% | -2.9% |
| 7D | -7.1% | -0.1% | -7.0% | -7.1% |
| 30D | +1.5% | +0.8% | +0.6% | +1.9% |
| 3M | +10.7% | -4.7% | +15.4% | +9.2% |
| 6M | -23.8% | -29.6% | +5.8% | -33.1% |
| YTD | -49.3% | -29.9% | -19.4% | -55.2% |
| 1Y | -49.7% | -39.1% | -10.6% | -57.6% |
| 3Y | -38.0% | -80.0% | +42.0% | -62.3% |
| 5Y | -38.7% | -86.0% | +47.3% | -59.5% |
| 10Y | +221.3% | -99.5% | +320.9% | -4.8% |
| All | +1,245.9% | -100.0% | +1,345.9% | +64.1% |
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 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