-41.7%
INTU vs TE
-41.3%
-0.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +10.0% | -14.1% | -4.6% |
| 7D | -7.5% | +18.2% | -25.8% | -8.3% |
| 30D | -1.9% | -13.5% | +11.6% | -1.4% |
| 3M | +4.9% | -44.6% | +49.4% | +7.2% |
| 6M | -33.2% | -24.7% | -8.5% | -34.6% |
| YTD | -51.4% | -24.3% | -27.2% | -53.0% |
| 1Y | -52.0% | +155.6% | -207.5% | -60.1% |
| 3Y | -40.7% | -18.3% | -22.4% | -46.0% |
| All | -41.7% | -41.3% | -0.4% | -47.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling