+221.6%
INTU vs TAP
-50.2%
+271.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.3% |
| 7D | -7.1% | -2.3% | -4.8% | -6.6% |
| 30D | +1.5% | -2.1% | +3.6% | +1.9% |
| 3M | +10.7% | +6.6% | +4.0% | +9.1% |
| 6M | -23.8% | -11.5% | -12.3% | -21.9% |
| YTD | -49.3% | -10.3% | -39.0% | -48.4% |
| 1Y | -49.7% | -14.4% | -35.3% | -48.3% |
| 3Y | -38.0% | -28.3% | -9.7% | -34.3% |
| 5Y | -38.7% | +1.7% | -40.4% | -41.4% |
| All | +221.6% | -50.2% | +271.8% | +235.4% |
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