-29.9%
INTU vs SUI
+15.1%
-45.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.5% | -2.3% | -3.4% |
| 7D | +0.1% | +6.2% | -6.1% | -1.4% |
| 30D | +15.4% | +8.6% | +6.8% | +13.2% |
| 3M | +6.6% | +1.0% | +5.6% | +6.1% |
| 6M | -11.3% | -2.6% | -8.7% | -11.1% |
| YTD | -47.7% | -0.1% | -47.6% | -47.9% |
| 1Y | -47.0% | +0.5% | -47.5% | -47.3% |
| 3Y | -29.9% | +15.3% | -45.2% | -35.0% |
| All | -29.9% | +15.1% | -45.1% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 3y: compounded portfolio wealth divided by compounded SUI 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…
3y analysis · Full analysis span regression · 6 months rolling