+4,419.4%
SMCI vs INTU
+1,305.6%
+3,113.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.4% | +7.9% | +6.2% |
| 7D | +6.8% | -7.1% | +13.9% | +10.7% |
| 30D | +30.6% | +1.5% | +29.1% | +28.6% |
| 3M | -15.6% | +10.7% | -26.2% | -22.1% |
| 6M | +21.3% | -23.8% | +45.1% | +30.3% |
| YTD | +35.3% | -49.3% | +84.6% | +80.5% |
| 1Y | -2.7% | -49.7% | +46.9% | +30.0% |
| 3Y | +40.3% | -38.0% | +78.3% | +64.8% |
| 5Y | +941.8% | -38.7% | +980.6% | +1,068.8% |
| 10Y | +1,687.4% | +221.3% | +1,466.0% | +615.5% |
| All | +4,419.4% | +1,305.6% | +3,113.9% | +636.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling