+14,280.4%
INTU vs TGT
+4,727.4%
+9,553.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.6% | -3.5% |
| 7D | -7.1% | +0.8% | -7.9% | -7.4% |
| 30D | +1.5% | +12.2% | -10.7% | -2.5% |
| 3M | +10.7% | +33.8% | -23.1% | -0.1% |
| 6M | -23.8% | +39.3% | -63.1% | -32.8% |
| YTD | -49.3% | +72.9% | -122.2% | -58.7% |
| 1Y | -49.7% | +84.6% | -134.2% | -60.1% |
| 3Y | -38.0% | +46.2% | -84.2% | -49.8% |
| 5Y | -38.7% | -21.3% | -17.4% | -39.0% |
| 10Y | +221.3% | +213.5% | +7.8% | +85.0% |
| All | +14,280.4% | +4,727.4% | +9,553.0% | +2,735.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling