-42.6%
INTU vs TCOM
+25.9%
-68.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.7% | -1.0% |
| 7D | -8.5% | -10.2% | +1.7% | -6.6% |
| 30D | -6.1% | -16.8% | +10.7% | -2.9% |
| 3M | +7.3% | -16.7% | +24.0% | +10.8% |
| 6M | -33.2% | -27.1% | -6.1% | -29.4% |
| YTD | -52.2% | -45.5% | -6.7% | -46.8% |
| 1Y | -52.7% | -45.9% | -6.8% | -47.4% |
| 3Y | -41.6% | +9.8% | -51.4% | -45.2% |
| 5Y | -42.6% | +23.8% | -66.4% | -52.1% |
| All | -42.6% | +25.9% | -68.5% | -52.1% |
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