-42.6%
INTU vs TGT
-25.2%
-17.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.6% | -0.7% |
| 7D | -8.5% | -3.6% | -4.9% | -7.5% |
| 30D | -6.1% | +4.4% | -10.5% | -7.3% |
| 3M | +7.3% | +25.4% | -18.0% | +0.8% |
| 6M | -33.2% | +33.4% | -66.6% | -38.8% |
| YTD | -52.2% | +65.6% | -117.7% | -59.1% |
| 1Y | -52.7% | +80.3% | -133.0% | -60.7% |
| 3Y | -41.6% | +42.1% | -83.8% | -52.1% |
| 5Y | -42.6% | -25.0% | -17.6% | -34.4% |
| All | -42.6% | -25.2% | -17.5% | -34.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling