+1,725.3%
INTU vs TECK
+2,171.4%
-446.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.4% |
| 7D | -7.1% | -0.3% | -6.7% | -7.0% |
| 30D | +1.5% | +4.6% | -3.2% | +0.8% |
| 3M | +10.7% | +2.8% | +7.8% | +9.6% |
| 6M | -23.8% | +24.9% | -48.7% | -27.3% |
| YTD | -49.3% | +44.7% | -94.0% | -52.9% |
| 1Y | -49.7% | +112.0% | -161.6% | -56.0% |
| 3Y | -38.0% | +67.6% | -105.6% | -44.9% |
| 5Y | -38.7% | +200.3% | -239.1% | -51.0% |
| 10Y | +221.3% | +358.2% | -136.9% | +123.2% |
| All | +1,725.3% | +2,171.4% | -446.1% | +965.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling