-46.9%
INTU vs TE
-51.6%
+4.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.9% | -2.3% | +0.9% |
| 7D | -3.9% | -22.0% | +18.1% | -5.7% |
| 30D | +12.0% | -33.6% | +45.6% | +9.0% |
| 3M | +2.3% | -61.1% | +63.4% | -4.2% |
| 6M | -12.1% | -64.7% | +52.7% | -18.1% |
| YTD | -47.5% | -68.1% | +20.6% | -50.9% |
| 1Y | -46.9% | -51.7% | +4.8% | -50.2% |
| All | -46.9% | -51.6% | +4.7% | -50.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling