-52.7%
INTU vs TEM
-24.0%
-28.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.7% | +3.1% | -1.1% |
| 7D | -8.5% | -1.1% | -7.4% | -8.4% |
| 30D | -6.1% | +11.3% | -17.4% | -7.8% |
| 3M | +7.3% | +25.5% | -18.2% | +3.5% |
| 6M | -33.2% | +17.1% | -50.3% | -35.6% |
| YTD | -52.2% | +3.8% | -55.9% | -53.4% |
| 1Y | -52.7% | -24.4% | -28.3% | -53.4% |
| All | -52.7% | -24.0% | -28.7% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 1y: compounded portfolio wealth divided by compounded TEM 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…
1y analysis · Full analysis span regression · 6 months rolling