-41.2%
INTU vs TD
+104.8%
-146.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | -3.9% | -3.1% | -0.9% | -2.6% |
| 30D | +12.0% | +6.7% | +5.3% | +8.6% |
| 3M | +2.3% | +3.1% | -0.8% | +0.5% |
| 6M | -12.1% | +17.6% | -29.7% | -20.2% |
| YTD | -47.5% | +34.8% | -82.3% | -56.3% |
| 1Y | -46.9% | +55.6% | -102.5% | -59.5% |
| 3Y | -33.5% | +133.1% | -166.6% | -61.6% |
| 5Y | -41.2% | +104.7% | -145.9% | -62.1% |
| All | -41.2% | +104.8% | -146.0% | -62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling