-40.7%
INTU vs TFC
+98.6%
-139.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.1% | -2.0% | -3.6% |
| 7D | -7.5% | +2.2% | -9.8% | -8.0% |
| 30D | -1.9% | -2.5% | +0.5% | -1.4% |
| 3M | +4.9% | +4.5% | +0.3% | +3.4% |
| 6M | -33.2% | +11.0% | -44.2% | -35.7% |
| YTD | -51.4% | +5.9% | -57.3% | -52.7% |
| 1Y | -52.0% | +14.6% | -66.6% | -54.6% |
| 3Y | -40.7% | +96.7% | -137.4% | -53.6% |
| All | -40.7% | +98.6% | -139.3% | -53.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling