+10.9%
SPY vs INTU
-46.6%
+57.5%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.8% | +4.1% | +0.4% |
| 7D | -2.7% | +0.1% | -2.8% | -2.7% |
| 30D | -5.4% | +15.4% | -20.8% | -5.6% |
| 3M | -4.1% | +6.6% | -10.7% | -4.2% |
| 6M | +0.7% | -11.3% | +12.0% | +1.0% |
| YTD | +8.7% | -47.7% | +56.4% | +14.4% |
| 1Y | +10.9% | -47.0% | +57.9% | +16.5% |
| All | +10.9% | -46.6% | +57.5% | +16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling