+236.7%
INTU vs TGT
+206.3%
+30.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | +0.1% | +2.6% | -2.6% | -0.8% |
| 30D | +10.1% | +4.7% | +5.4% | +8.6% |
| 3M | -4.2% | +4.6% | -8.7% | -5.5% |
| 6M | -7.2% | +34.9% | -42.1% | -15.6% |
| YTD | -47.7% | +70.9% | -118.6% | -56.1% |
| 1Y | -46.7% | +84.4% | -131.1% | -56.4% |
| 3Y | -34.1% | +69.1% | -103.2% | -48.6% |
| 5Y | -43.3% | -26.9% | -16.4% | -41.2% |
| All | +236.7% | +206.3% | +30.5% | +138.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 10y: compounded portfolio wealth divided by compounded TGT 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…
10y analysis · Full analysis span regression · 6 months rolling