-42.2%
INTU vs SPY
+67.4%
-109.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.3% | -4.1% | -4.1% |
| 7D | +0.1% | -2.7% | +2.8% | +3.3% |
| 30D | +15.4% | -5.4% | +20.8% | +23.0% |
| 3M | +6.6% | -4.1% | +10.7% | +11.6% |
| 6M | -11.3% | +0.7% | -12.0% | -13.7% |
| YTD | -47.7% | +8.7% | -56.4% | -54.3% |
| 1Y | -47.0% | +10.9% | -57.9% | -55.0% |
| 3Y | -29.9% | +75.0% | -104.9% | -71.1% |
| All | -42.2% | +67.4% | -109.6% | -72.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling