+4,437.1%
SNDK vs INTU
-43.8%
+4,480.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.8% | -6.3% | -2.7% |
| 7D | -6.1% | -3.3% | -2.8% | -7.0% |
| 30D | +21.5% | -3.9% | +25.4% | +20.5% |
| 3M | -13.2% | +16.6% | -29.8% | -8.2% |
| 6M | +149.2% | -26.4% | +175.6% | +163.1% |
| YTD | +588.1% | -51.0% | +639.1% | +760.5% |
| 1Y | +1,837.5% | -50.8% | +1,888.3% | +2,321.4% |
| All | +4,437.1% | -43.8% | +4,480.9% | +5,052.2% |
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