+2,981.1%
SMCI vs INTU
+1,343.8%
+1,637.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.7% | -10.6% | -11.0% |
| 7D | -0.3% | -4.1% | +3.8% | +1.6% |
| 30D | -30.9% | +12.8% | -43.8% | -35.8% |
| 3M | -28.2% | +2.1% | -30.3% | -31.0% |
| 6M | -17.7% | -11.5% | -6.2% | -18.5% |
| YTD | -7.8% | -47.9% | +40.1% | +18.9% |
| 1Y | -28.8% | -47.7% | +18.9% | -8.4% |
| 3Y | +1.5% | -34.0% | +35.4% | +12.6% |
| 5Y | +517.8% | -43.5% | +561.3% | +616.0% |
| 10Y | +958.4% | +231.1% | +727.3% | +308.2% |
| All | +2,981.1% | +1,343.8% | +1,637.2% | +385.3% |
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