+26.6%
INTU vs TE
-53.0%
+79.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.3% | -4.7% | -3.4% |
| 7D | -7.1% | -4.0% | -3.1% | -6.9% |
| 30D | +1.5% | -15.9% | +17.4% | +2.1% |
| 3M | +10.7% | -60.5% | +71.2% | +15.2% |
| 6M | -23.8% | -35.2% | +11.4% | -24.7% |
| YTD | -49.3% | -31.1% | -18.2% | -50.7% |
| 1Y | -49.7% | +148.6% | -198.3% | -57.9% |
| 3Y | -38.0% | -26.4% | -11.6% | -44.1% |
| 5Y | -38.7% | -48.0% | +9.3% | -44.0% |
| All | +26.6% | -53.0% | +79.6% | +25.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling