+279.7%
INTU vs TEAM
+637.6%
-358.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.2% |
| 7D | -3.9% | -17.2% | +13.3% | +1.6% |
| 30D | +11.7% | -25.1% | +36.8% | +21.6% |
| 3M | +4.5% | +3.9% | +0.6% | +2.1% |
| 6M | -13.9% | +69.1% | -83.0% | -30.1% |
| YTD | -48.2% | -4.5% | -43.8% | -50.6% |
| 1Y | -47.1% | -1.9% | -45.3% | -50.0% |
| 3Y | -32.5% | -9.3% | -23.2% | -38.8% |
| 5Y | -42.6% | -65.2% | +22.6% | -36.2% |
| 10Y | +235.3% | +467.0% | -231.7% | +104.7% |
| All | +279.7% | +637.6% | -358.0% | +128.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling