+1,371.9%
INTU vs TMF
-68.9%
+1,440.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.7% | -3.3% |
| 7D | -7.1% | -1.4% | -5.6% | -7.2% |
| 30D | +1.5% | -2.8% | +4.3% | +1.2% |
| 3M | +10.7% | -10.9% | +21.6% | +9.5% |
| 6M | -23.8% | -21.3% | -2.5% | -25.5% |
| YTD | -49.3% | -15.9% | -33.4% | -50.0% |
| 1Y | -49.7% | -15.7% | -33.9% | -50.3% |
| 3Y | -38.0% | -43.4% | +5.3% | -40.5% |
| 5Y | -38.7% | -87.8% | +49.0% | -51.7% |
| 10Y | +221.3% | -86.7% | +308.1% | +175.2% |
| All | +1,371.9% | -68.9% | +1,440.7% | +1,546.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling