+211.1%
INTU vs TEAM
+476.5%
-265.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.9% | +2.8% | -1.7% |
| 7D | -7.5% | -5.7% | -1.9% | -5.7% |
| 30D | -1.9% | +18.3% | -20.3% | -7.7% |
| 3M | +4.9% | +80.2% | -75.4% | -17.4% |
| 6M | -33.2% | +111.0% | -144.2% | -51.0% |
| YTD | -51.4% | +8.8% | -60.2% | -55.3% |
| 1Y | -52.0% | +2.2% | -54.1% | -55.2% |
| 3Y | -40.7% | -14.6% | -26.1% | -45.3% |
| 5Y | -41.7% | -53.8% | +12.1% | -39.5% |
| 10Y | +211.1% | +475.2% | -264.1% | +56.2% |
| All | +211.1% | +476.5% | -265.4% | +56.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling