+19.0%
INTU vs TE
-53.2%
+72.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.7% | +6.3% | -0.1% |
| 7D | -9.2% | +0.9% | -10.0% | -9.2% |
| 30D | -7.0% | -16.3% | +9.2% | -6.4% |
| 3M | +10.5% | -40.8% | +51.3% | +12.3% |
| 6M | -30.6% | -42.6% | +12.0% | -30.7% |
| YTD | -52.3% | -31.4% | -20.9% | -53.7% |
| 1Y | -51.8% | +144.9% | -196.7% | -59.7% |
| 3Y | -41.8% | -26.0% | -15.8% | -47.6% |
| 5Y | -42.8% | -48.5% | +5.7% | -47.7% |
| All | +19.0% | -53.2% | +72.2% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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