-34.1%
INTU vs TRGP
+274.3%
-308.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.4% |
| 7D | +0.1% | +12.4% | -12.3% | -1.3% |
| 30D | +10.1% | +2.6% | +7.5% | +9.4% |
| 3M | -4.2% | +11.9% | -16.0% | -6.1% |
| 6M | -7.2% | +13.9% | -21.1% | -9.7% |
| YTD | -47.7% | +64.2% | -111.9% | -52.9% |
| 1Y | -46.7% | +78.5% | -125.2% | -53.1% |
| 3Y | -34.1% | +272.9% | -307.0% | -46.9% |
| All | -34.1% | +274.3% | -308.3% | -46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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