+235.3%
INTU vs SPY
+315.0%
-79.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.4% | -3.3% | -3.9% |
| 7D | -3.9% | +0.1% | -4.0% | -4.4% |
| 30D | +11.7% | -3.3% | +15.0% | +15.8% |
| 3M | +4.5% | -2.4% | +6.9% | +7.0% |
| 6M | -13.9% | +2.6% | -16.4% | -17.9% |
| YTD | -48.2% | +11.2% | -59.5% | -55.8% |
| 1Y | -47.1% | +13.4% | -60.5% | -56.0% |
| 3Y | -32.5% | +79.9% | -112.4% | -70.0% |
| 5Y | -42.6% | +72.2% | -114.7% | -71.9% |
| 10Y | +235.3% | +307.3% | -72.0% | -37.4% |
| All | +235.3% | +315.0% | -79.7% | -37.4% |
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