+14,280.4%
INTU vs TFC
+1,432.2%
+12,848.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -52.8% |
| 3Y | -38.0% | +93.7% | -131.7% | -52.9% |
| 5Y | -38.7% | +16.4% | -55.1% | -45.4% |
| 10Y | +221.3% | +101.6% | +119.8% | +116.8% |
| All | +14,280.4% | +1,432.2% | +12,848.2% | +4,072.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling