+237.9%
INTU vs TMF
-82.2%
+320.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.9% | +4.5% | +0.5% |
| 7D | -1.2% | -1.1% | -0.2% | -1.3% |
| 30D | +12.4% | +11.8% | +0.6% | +12.8% |
| 3M | +2.3% | -4.0% | +6.3% | +2.1% |
| 6M | -13.3% | -16.5% | +3.2% | -13.9% |
| YTD | -47.9% | -19.9% | -28.0% | -48.3% |
| 1Y | -47.2% | -25.6% | -21.6% | -47.7% |
| 3Y | -33.9% | -29.9% | -4.0% | -34.3% |
| 5Y | -41.3% | -88.2% | +46.9% | -51.4% |
| 10Y | +237.9% | -81.7% | +319.6% | +207.1% |
| All | +237.9% | -82.2% | +320.1% | +207.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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