+6,353.7%
INTU vs TD
+8,075.2%
-1,721.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.5% |
| 7D | +0.1% | +1.1% | -1.1% | -0.5% |
| 30D | +10.1% | +5.2% | +4.9% | +7.1% |
| 3M | -4.2% | +1.2% | -5.4% | -5.2% |
| 6M | -7.2% | +17.7% | -25.0% | -16.2% |
| YTD | -47.7% | +34.2% | -81.9% | -56.2% |
| 1Y | -46.7% | +55.4% | -102.1% | -58.8% |
| 3Y | -34.1% | +130.4% | -164.5% | -59.5% |
| 5Y | -43.3% | +101.8% | -145.1% | -62.5% |
| 10Y | +232.6% | +301.9% | -69.3% | +48.5% |
| All | +6,353.7% | +8,075.2% | -1,721.5% | +437.2% |
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 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