-41.2%
INTU vs TCOM
+43.1%
-84.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.9% |
| 7D | -3.9% | +2.2% | -6.1% | -4.3% |
| 30D | +12.0% | +12.5% | -0.5% | +9.4% |
| 3M | +2.3% | -5.6% | +7.9% | +3.4% |
| 6M | -12.1% | -16.5% | +4.4% | -9.4% |
| YTD | -47.5% | -39.4% | -8.2% | -42.7% |
| 1Y | -46.9% | -41.0% | -5.9% | -41.8% |
| 3Y | -33.5% | +29.2% | -62.7% | -39.8% |
| 5Y | -41.2% | +41.6% | -82.9% | -50.7% |
| All | -41.2% | +43.1% | -84.3% | -50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 5y: compounded portfolio wealth divided by compounded TCOM 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…
5y analysis · Full analysis span regression · 6 months rolling