+30.6%
INTU vs TE
-80.5%
+111.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.0% | +3.5% | +0.6% |
| 7D | +0.1% | -19.1% | +19.1% | +0.9% |
| 30D | +10.1% | -34.1% | +44.2% | +11.8% |
| 3M | -4.2% | -60.1% | +55.9% | -0.7% |
| 6M | -7.2% | -66.0% | +58.7% | -5.8% |
| YTD | -47.7% | -71.4% | +23.7% | -47.3% |
| 1Y | -46.7% | -45.3% | -1.4% | -49.6% |
| 3Y | -34.1% | +9.1% | -43.2% | -49.3% |
| 5Y | -43.3% | -82.6% | +39.3% | -46.0% |
| All | +30.6% | -80.5% | +111.1% | +33.9% |
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