-28.8%
SMCI vs INTU
-47.4%
+18.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.7% | -10.6% | -11.4% |
| 7D | -0.3% | -4.1% | +3.8% | -0.7% |
| 30D | -30.9% | +12.8% | -43.8% | -30.6% |
| 3M | -28.2% | +2.1% | -30.3% | -28.1% |
| 6M | -17.7% | -11.5% | -6.2% | -15.6% |
| YTD | -7.8% | -47.9% | +40.1% | +7.1% |
| 1Y | -28.8% | -47.7% | +18.9% | -17.4% |
| All | -28.8% | -47.4% | +18.6% | -17.4% |
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