+211.0%
INTU vs TD
+295.5%
-84.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.4% | -0.9% |
| 7D | -8.5% | -1.9% | -6.5% | -7.4% |
| 30D | -6.1% | -1.6% | -4.5% | -5.5% |
| 3M | +7.3% | +4.6% | +2.7% | +3.7% |
| 6M | -33.2% | +26.8% | -60.0% | -43.1% |
| YTD | -52.2% | +28.3% | -80.5% | -59.7% |
| 1Y | -52.7% | +60.4% | -113.1% | -65.3% |
| 3Y | -41.6% | +125.7% | -167.3% | -66.2% |
| 5Y | -42.6% | +122.4% | -165.0% | -66.3% |
| 10Y | +211.0% | +297.1% | -86.0% | +29.2% |
| All | +211.0% | +295.5% | -84.4% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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