-47.7%
INTU vs TFC
+14.6%
-62.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.7% |
| 7D | -4.1% | +0.1% | -4.2% | -4.1% |
| 30D | +12.8% | +8.6% | +4.2% | +13.0% |
| 3M | +2.1% | -4.3% | +6.4% | +1.0% |
| 6M | -11.5% | +5.4% | -16.9% | -10.6% |
| YTD | -47.9% | +4.5% | -52.4% | -48.2% |
| 1Y | -47.7% | +14.0% | -61.7% | -51.8% |
| All | -47.7% | +14.6% | -62.3% | -51.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling