-42.2%
INTU vs TEAM
-65.2%
+22.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -16.2% | +12.4% | +1.8% |
| 7D | +0.1% | -19.8% | +20.0% | +7.5% |
| 30D | +15.4% | -21.5% | +36.9% | +24.3% |
| 3M | +6.6% | +39.5% | -32.9% | -8.4% |
| 6M | -11.3% | +73.1% | -84.4% | -29.9% |
| YTD | -47.7% | -5.2% | -42.5% | -50.2% |
| 1Y | -47.0% | -1.6% | -45.4% | -50.2% |
| 3Y | -29.9% | -11.4% | -18.5% | -37.3% |
| All | -42.2% | -65.2% | +22.9% | -30.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling