+217.8%
INTU vs SU
+267.2%
-49.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +3.0% | +2.8% |
| 7D | -3.3% | +2.2% | -5.6% | -3.8% |
| 30D | -3.9% | +8.4% | -12.4% | -5.5% |
| 3M | +16.6% | +12.1% | +4.6% | +13.7% |
| 6M | -26.4% | +19.7% | -46.1% | -29.5% |
| YTD | -51.0% | +58.4% | -109.4% | -55.8% |
| 1Y | -50.8% | +67.2% | -118.0% | -56.2% |
| 3Y | -40.1% | +125.0% | -165.1% | -50.8% |
| 5Y | -41.2% | +355.1% | -396.3% | -60.0% |
| All | +217.8% | +267.2% | -49.5% | +116.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling