-41.7%
INTU vs TECK
+207.5%
-249.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.2% | -8.3% | -4.6% |
| 7D | -7.5% | +7.8% | -15.3% | -8.3% |
| 30D | -1.9% | +8.3% | -10.2% | -2.9% |
| 3M | +4.9% | +16.1% | -11.2% | +2.7% |
| 6M | -33.2% | +42.9% | -76.1% | -37.2% |
| YTD | -51.4% | +50.8% | -102.2% | -55.3% |
| 1Y | -52.0% | +106.1% | -158.1% | -58.8% |
| 3Y | -40.7% | +84.0% | -124.7% | -49.6% |
| 5Y | -41.7% | +223.5% | -265.2% | -54.9% |
| All | -41.7% | +207.5% | -249.2% | -54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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