+2,967.4%
SMCI vs INTU
+1,350.3%
+1,617.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.9% | -0.7% |
| 7D | -6.6% | +0.1% | -6.6% | -6.5% |
| 30D | -24.9% | +10.1% | -35.0% | -29.2% |
| 3M | -31.4% | -4.2% | -27.2% | -31.8% |
| 6M | -16.0% | -7.2% | -8.8% | -19.0% |
| YTD | -8.2% | -47.7% | +39.5% | +18.1% |
| 1Y | -23.4% | -46.7% | +23.3% | -2.5% |
| 3Y | +5.0% | -34.1% | +39.1% | +16.8% |
| 5Y | +515.0% | -43.3% | +558.3% | +611.2% |
| 10Y | +953.7% | +232.6% | +721.1% | +305.5% |
| All | +2,967.4% | +1,350.3% | +1,617.0% | +382.0% |
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