-39.8%
INTU vs TPG
+74.1%
-114.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.2% | +2.1% |
| 7D | -3.3% | -9.4% | +6.1% | +0.8% |
| 30D | -3.9% | -5.3% | +1.3% | -1.6% |
| 3M | +16.6% | +12.9% | +3.7% | +10.3% |
| 6M | -26.4% | +20.1% | -46.5% | -32.9% |
| YTD | -51.0% | -22.5% | -28.5% | -46.0% |
| 1Y | -50.8% | -19.7% | -31.1% | -46.9% |
| 3Y | -40.1% | +81.2% | -121.3% | -59.4% |
| All | -39.8% | +74.1% | -114.0% | -61.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling