-32.5%
INTU vs TE
-20.5%
-12.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.0% | -1.0% |
| 7D | -3.9% | -10.5% | +6.6% | -4.0% |
| 30D | +11.7% | -32.4% | +44.2% | +11.7% |
| 3M | +4.5% | -60.9% | +65.3% | +4.6% |
| 6M | -13.9% | -62.8% | +48.9% | -14.6% |
| YTD | -48.2% | -65.7% | +17.5% | -49.0% |
| 1Y | -47.1% | -39.9% | -7.2% | -49.3% |
| 3Y | -32.5% | +10.6% | -43.1% | -41.5% |
| All | -32.5% | -20.5% | -12.0% | -41.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling