-45.2%
INTU vs SU
+88.1%
-133.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.5% | +8.0% | +3.1% |
| 7D | +8.7% | -7.1% | +15.8% | +8.1% |
| 30D | +25.9% | +4.8% | +21.1% | +25.6% |
| 3M | +10.7% | +12.5% | -1.8% | +10.7% |
| 6M | -11.6% | +6.5% | -18.0% | -12.4% |
| YTD | -45.4% | +65.8% | -111.2% | -35.1% |
| 1Y | -45.2% | +86.2% | -131.4% | -35.3% |
| All | -45.2% | +88.1% | -133.3% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 1y: compounded portfolio wealth divided by compounded SU 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…
1y analysis · Full analysis span regression · 6 months rolling