-41.5%
INTU vs TNA
+105.9%
-147.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.6% | -1.0% |
| 7D | -8.5% | -3.6% | -4.9% | -8.0% |
| 30D | -6.1% | -10.1% | +3.9% | -4.8% |
| 3M | +7.3% | +2.7% | +4.6% | +6.2% |
| 6M | -33.2% | +38.4% | -71.6% | -38.2% |
| YTD | -52.2% | +45.4% | -97.6% | -56.6% |
| 1Y | -52.7% | +55.9% | -108.6% | -58.0% |
| All | -41.5% | +105.9% | -147.4% | -54.6% |
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