+309.3%
SPY vs INTU
+230.7%
+78.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.4% | -0.1% |
| 7D | +3.3% | -4.1% | +7.4% | +4.7% |
| 30D | -2.7% | +12.8% | -15.5% | -6.9% |
| 3M | -1.7% | +2.1% | -3.9% | -3.4% |
| 6M | +3.1% | -11.5% | +14.6% | +4.0% |
| YTD | +11.9% | -47.9% | +59.8% | +36.2% |
| 1Y | +12.0% | -47.7% | +59.7% | +35.8% |
| 3Y | +78.2% | -34.0% | +112.1% | +89.7% |
| 5Y | +73.2% | -43.5% | +116.8% | +88.7% |
| All | +309.3% | +230.7% | +78.6% | +121.0% |
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 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