+404.4%
SNXX vs INTU
-43.8%
+448.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.4% | -7.6% | -8.5% |
| 7D | +16.8% | -9.2% | +25.9% | +3.6% |
| 30D | +65.3% | -7.0% | +72.3% | +52.2% |
| 3M | -34.8% | +10.5% | -45.3% | -9.4% |
| 6M | +255.1% | -30.6% | +285.7% | +235.3% |
| All | +404.4% | -43.8% | +448.2% | +333.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling