-52.0%
INTU vs TFC
+13.2%
-65.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.1% | -2.0% | -4.2% |
| 7D | -7.5% | +2.2% | -9.8% | -7.4% |
| 30D | -1.9% | -2.5% | +0.5% | -2.1% |
| 3M | +4.9% | +4.5% | +0.3% | +5.3% |
| 6M | -33.2% | +11.0% | -44.2% | -33.7% |
| YTD | -51.4% | +5.9% | -57.3% | -51.6% |
| 1Y | -52.0% | +14.6% | -66.6% | -54.3% |
| All | -52.0% | +13.2% | -65.2% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TFC 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling