+12,207.8%
INTU vs SUI
+4,171.7%
+8,036.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.8% |
| 7D | +7.1% | +8.8% | -1.6% | +3.8% |
| 30D | +23.0% | +8.9% | +14.1% | +19.1% |
| 3M | +8.7% | +2.0% | +6.7% | +7.9% |
| 6M | -10.1% | -0.6% | -9.5% | -10.2% |
| YTD | -45.7% | +1.3% | -47.0% | -46.3% |
| 1Y | -45.1% | +1.3% | -46.4% | -45.7% |
| 3Y | -26.9% | +16.3% | -43.2% | -33.0% |
| 5Y | -40.0% | -25.1% | -14.9% | -34.9% |
| 10Y | +265.4% | +121.1% | +144.3% | +161.9% |
| All | +12,207.8% | +4,171.7% | +8,036.1% | +3,563.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling