+1,312.5%
INTU vs TPR
+7,380.8%
-6,068.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -7.1% | -2.3% | -4.8% | -6.5% |
| 30D | +1.5% | -23.0% | +24.4% | +8.0% |
| 3M | +10.7% | -12.5% | +23.1% | +13.5% |
| 6M | -23.8% | -21.4% | -2.4% | -20.8% |
| YTD | -49.3% | -3.5% | -45.8% | -50.5% |
| 1Y | -49.7% | +17.4% | -67.0% | -53.8% |
| 3Y | -38.0% | +291.3% | -329.3% | -61.5% |
| 5Y | -38.7% | +241.9% | -280.6% | -61.3% |
| 10Y | +221.3% | +322.7% | -101.3% | +65.8% |
| All | +1,312.5% | +7,380.8% | -6,068.3% | +174.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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