-38.4%
INTU vs TFC
+16.2%
-54.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.4% | -3.4% |
| 7D | -7.1% | +2.4% | -9.5% | -7.9% |
| 30D | +1.5% | -1.3% | +2.8% | +1.8% |
| 3M | +10.7% | +6.1% | +4.6% | +8.0% |
| 6M | -23.8% | +7.3% | -31.2% | -26.5% |
| YTD | -49.3% | +8.2% | -57.5% | -51.4% |
| 1Y | -49.7% | +14.4% | -64.1% | -52.9% |
| 3Y | -38.0% | +93.7% | -131.7% | -54.5% |
| All | -38.4% | +16.2% | -54.6% | -43.4% |
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