-34.4%
INTU vs TNA
+141.1%
-175.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | -0.1% |
| 7D | -4.1% | +7.7% | -11.8% | -5.2% |
| 30D | +12.8% | -0.7% | +13.5% | +12.5% |
| 3M | +2.1% | -25.4% | +27.5% | +5.7% |
| 6M | -11.5% | -11.8% | +0.4% | -11.4% |
| YTD | -47.9% | +23.9% | -71.9% | -51.8% |
| 1Y | -47.7% | +25.6% | -73.3% | -51.9% |
| All | -34.4% | +141.1% | -175.4% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 3y: compounded portfolio wealth divided by compounded TNA 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…
3y analysis · Full analysis span regression · 6 months rolling