+237.9%
INTU vs SPY
+304.1%
-66.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +1.1% |
| 7D | -1.2% | -0.6% | -0.7% | -0.9% |
| 30D | +12.4% | -3.7% | +16.1% | +17.1% |
| 3M | +2.3% | -2.7% | +5.0% | +5.2% |
| 6M | -13.3% | +2.2% | -15.5% | -17.0% |
| YTD | -47.9% | +10.8% | -58.7% | -55.3% |
| 1Y | -47.2% | +11.2% | -58.4% | -54.9% |
| 3Y | -33.9% | +76.5% | -110.4% | -69.9% |
| 5Y | -41.3% | +72.9% | -114.3% | -71.5% |
| 10Y | +237.9% | +304.8% | -66.9% | -36.2% |
| All | +237.9% | +304.1% | -66.2% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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