+6,154.5%
INTU vs TD
+7,879.0%
-1,724.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.4% | -2.0% | -2.6% |
| 7D | -7.1% | +0.3% | -7.4% | -7.2% |
| 30D | +1.5% | +0.4% | +1.1% | +1.0% |
| 3M | +10.7% | +7.6% | +3.0% | +5.6% |
| 6M | -23.8% | +25.0% | -48.8% | -33.6% |
| YTD | -49.3% | +31.0% | -80.3% | -57.0% |
| 1Y | -49.7% | +65.2% | -114.8% | -62.4% |
| 3Y | -38.0% | +122.5% | -160.5% | -61.2% |
| 5Y | -38.7% | +124.8% | -163.5% | -61.8% |
| 10Y | +221.3% | +298.2% | -76.9% | +44.4% |
| All | +6,154.5% | +7,879.0% | -1,724.5% | +428.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling