+713.5%
INTU vs TRGP
+2,231.3%
-1,517.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.2% | -3.2% |
| 7D | -7.1% | +0.8% | -7.9% | -7.2% |
| 30D | +1.5% | +11.5% | -10.1% | -0.4% |
| 3M | +10.7% | +9.0% | +1.7% | +8.8% |
| 6M | -23.8% | +20.5% | -44.3% | -26.4% |
| YTD | -49.3% | +59.5% | -108.8% | -53.3% |
| 1Y | -49.7% | +77.9% | -127.6% | -54.6% |
| 3Y | -38.0% | +253.6% | -291.6% | -50.3% |
| 5Y | -38.7% | +615.5% | -654.2% | -55.9% |
| 10Y | +221.3% | +897.1% | -675.8% | +97.5% |
| All | +713.5% | +2,231.3% | -1,517.8% | +207.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling