+12.0%
SPY vs INTU
-47.4%
+59.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.4% | -0.3% |
| 7D | +3.3% | -4.1% | +7.4% | +3.3% |
| 30D | -2.7% | +12.8% | -15.5% | -2.8% |
| 3M | -1.7% | +2.1% | -3.9% | -1.8% |
| 6M | +3.1% | -11.5% | +14.6% | +3.4% |
| YTD | +11.9% | -47.9% | +59.8% | +17.4% |
| 1Y | +12.0% | -47.7% | +59.7% | +17.4% |
| All | +12.0% | -47.4% | +59.4% | +17.4% |
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