+14,280.4%
INTU vs SPY
+3,005.7%
+11,274.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -2.9% |
| 7D | -7.1% | +0.1% | -7.2% | -7.2% |
| 30D | +1.5% | +0.1% | +1.4% | +1.4% |
| 3M | +10.7% | +2.0% | +8.7% | +7.5% |
| 6M | -23.8% | +13.0% | -36.9% | -35.0% |
| YTD | -49.3% | +13.5% | -62.8% | -56.9% |
| 1Y | -49.7% | +20.0% | -69.6% | -60.0% |
| 3Y | -38.0% | +77.2% | -115.2% | -69.1% |
| 5Y | -38.7% | +81.9% | -120.6% | -69.0% |
| 10Y | +221.3% | +314.1% | -92.7% | -34.8% |
| All | +14,280.4% | +3,005.7% | +11,274.8% | +130.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling