-42.2%
INTU vs TFC
-2.5%
-39.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.8% | -3.4% |
| 7D | +0.1% | +1.2% | -1.1% | -0.3% |
| 30D | +15.4% | +8.3% | +7.1% | +12.3% |
| 3M | +6.6% | -5.2% | +11.8% | +8.5% |
| 6M | -11.3% | -0.8% | -10.5% | -11.5% |
| YTD | -47.7% | +3.4% | -51.2% | -49.1% |
| 1Y | -47.0% | +17.0% | -64.0% | -50.9% |
| 3Y | -29.9% | +86.2% | -116.1% | -48.0% |
| All | -42.2% | -2.5% | -39.7% | -42.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling