+271.7%
INTU vs TEAM
+802.8%
-531.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.6% | -0.7% | -2.5% |
| 7D | -7.1% | -0.4% | -6.6% | -7.0% |
| 30D | +1.5% | +67.3% | -65.8% | -16.0% |
| 3M | +10.7% | +86.8% | -76.1% | -12.2% |
| 6M | -23.8% | +146.8% | -170.7% | -45.5% |
| YTD | -49.3% | +16.9% | -66.2% | -54.2% |
| 1Y | -49.7% | +12.8% | -62.4% | -54.2% |
| 3Y | -38.0% | -7.3% | -30.7% | -43.8% |
| 5Y | -38.7% | -50.7% | +12.0% | -38.3% |
| 10Y | +221.3% | +529.8% | -308.5% | +87.3% |
| All | +271.7% | +802.8% | -531.0% | +111.4% |
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