-42.8%
INTU vs SU
+341.5%
-384.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.2% | -0.4% |
| 7D | -9.2% | +1.7% | -10.8% | -9.4% |
| 30D | -7.0% | +9.6% | -16.7% | -8.4% |
| 3M | +10.5% | +11.7% | -1.2% | +8.4% |
| 6M | -30.6% | +21.9% | -52.5% | -33.0% |
| YTD | -52.3% | +58.6% | -111.0% | -56.1% |
| 1Y | -51.8% | +66.5% | -118.3% | -56.1% |
| 3Y | -41.8% | +121.4% | -163.3% | -50.4% |
| 5Y | -42.8% | +355.7% | -398.5% | -54.7% |
| All | -42.8% | +341.5% | -384.3% | -54.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling