+1,643.5%
SMCI vs INTU
+210.8%
+1,432.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.8% |
| 7D | -1.3% | -9.2% | +7.9% | +2.8% |
| 30D | +18.3% | -7.0% | +25.3% | +21.2% |
| 3M | +27.7% | +10.5% | +17.2% | +17.8% |
| 6M | +17.6% | -30.6% | +48.2% | +32.2% |
| YTD | +27.7% | -52.3% | +80.0% | +72.9% |
| 1Y | -14.9% | -51.8% | +36.9% | +14.3% |
| 3Y | +33.2% | -41.8% | +75.0% | +59.7% |
| 5Y | +921.6% | -42.8% | +964.4% | +1,074.5% |
| All | +1,643.5% | +210.8% | +1,432.6% | +791.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling