+237.9%
INTU vs TEAM
+444.3%
-206.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.7% | +2.1% |
| 7D | -1.2% | -22.2% | +21.0% | +7.2% |
| 30D | +12.4% | -28.1% | +40.6% | +24.9% |
| 3M | +2.3% | -2.2% | +4.4% | +1.7% |
| 6M | -13.3% | +62.2% | -75.5% | -29.9% |
| YTD | -47.9% | -8.4% | -39.5% | -49.7% |
| 1Y | -47.2% | -6.6% | -40.5% | -49.4% |
| 3Y | -33.9% | -15.7% | -18.2% | -39.4% |
| 5Y | -41.3% | -65.7% | +24.4% | -33.0% |
| 10Y | +237.9% | +441.0% | -203.1% | +77.2% |
| All | +237.9% | +444.3% | -206.4% | +77.2% |
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