+1,477.2%
INTU vs TMF
-69.1%
+1,546.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.5% |
| 7D | +7.1% | +2.7% | +4.4% | +7.4% |
| 30D | +23.0% | +19.3% | +3.7% | +25.0% |
| 3M | +8.7% | -3.7% | +12.4% | +8.2% |
| 6M | -10.1% | -11.3% | +1.2% | -11.1% |
| YTD | -45.7% | -16.6% | -29.1% | -46.5% |
| 1Y | -45.1% | -21.1% | -24.0% | -46.2% |
| 3Y | -26.9% | -26.8% | -0.1% | -27.9% |
| 5Y | -40.0% | -88.0% | +48.1% | -53.0% |
| 10Y | +265.4% | -84.7% | +350.1% | +220.2% |
| All | +1,477.2% | -69.1% | +1,546.3% | +1,661.0% |
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