-45.2%
INTU vs TPG
+0.9%
-46.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.7% | -0.2% | +2.0% |
| 7D | +8.7% | +12.5% | -3.8% | +3.5% |
| 30D | +25.9% | +12.7% | +13.1% | +19.7% |
| 3M | +10.7% | +3.5% | +7.2% | +9.3% |
| 6M | -11.6% | +14.1% | -25.7% | -15.1% |
| YTD | -45.4% | -18.5% | -26.9% | -40.1% |
| 1Y | -45.2% | -1.8% | -43.4% | -43.8% |
| All | -45.2% | +0.9% | -46.2% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 1y: compounded portfolio wealth divided by compounded TPG 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…
1y analysis · Full analysis span regression · 6 months rolling