+217.8%
INTU vs TDG
+547.7%
-329.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.2% | +1.6% | +2.4% |
| 7D | -3.3% | -1.9% | -1.5% | -2.7% |
| 30D | -3.9% | -7.7% | +3.8% | -1.1% |
| 3M | +16.6% | -9.3% | +26.0% | +20.4% |
| 6M | -26.4% | -9.4% | -17.1% | -24.8% |
| YTD | -51.0% | -14.3% | -36.7% | -48.9% |
| 1Y | -50.8% | -11.8% | -38.9% | -49.3% |
| 3Y | -40.1% | +52.0% | -92.0% | -50.9% |
| 5Y | -41.2% | +128.8% | -170.0% | -58.8% |
| All | +217.8% | +547.7% | -329.9% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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