-2.7%
SMCI vs INTU
-49.4%
+46.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.4% | +7.9% | +4.5% |
| 7D | +6.8% | -7.1% | +13.9% | +6.7% |
| 30D | +30.6% | +1.5% | +29.1% | +30.3% |
| 3M | -15.6% | +10.7% | -26.2% | -15.0% |
| 6M | +21.3% | -23.8% | +45.1% | +26.2% |
| YTD | +35.3% | -49.3% | +84.6% | +52.6% |
| 1Y | -2.7% | -49.7% | +46.9% | +8.8% |
| All | -2.7% | -49.4% | +46.7% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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