-45.2%
INTU vs TEAM
+8.9%
-54.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.7% |
| 7D | +8.7% | -13.7% | +22.4% | +14.4% |
| 30D | +25.9% | -3.4% | +29.3% | +26.8% |
| 3M | +10.7% | +72.1% | -61.4% | -12.4% |
| 6M | -11.6% | +103.8% | -115.4% | -35.9% |
| YTD | -45.4% | +17.1% | -62.5% | -47.3% |
| 1Y | -45.2% | +15.1% | -60.3% | -46.8% |
| All | -45.2% | +8.9% | -54.2% | -46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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