+235.3%
INTU vs TAP
-49.5%
+284.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.7% |
| 7D | -3.9% | -7.8% | +3.9% | -1.9% |
| 30D | +11.7% | +7.1% | +4.6% | +9.9% |
| 3M | +4.5% | -7.0% | +11.5% | +6.3% |
| 6M | -13.9% | -3.8% | -10.1% | -13.0% |
| YTD | -48.2% | -11.7% | -36.5% | -47.0% |
| 1Y | -47.1% | -10.1% | -37.0% | -46.2% |
| 3Y | -32.5% | -23.7% | -8.8% | -29.5% |
| 5Y | -42.6% | +2.9% | -45.5% | -45.1% |
| 10Y | +235.3% | -49.5% | +284.8% | +244.1% |
| All | +235.3% | -49.5% | +284.8% | +244.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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