+236.7%
INTU vs TRI
+225.2%
+11.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +0.1% | -2.9% | +3.0% | +2.0% |
| 30D | +10.1% | +3.7% | +6.4% | +6.7% |
| 3M | -4.2% | +3.7% | -7.9% | -7.5% |
| 6M | -7.2% | +35.1% | -42.4% | -26.8% |
| YTD | -47.7% | -14.0% | -33.7% | -43.8% |
| 1Y | -46.7% | -19.0% | -27.7% | -40.3% |
| 3Y | -34.1% | -12.0% | -22.1% | -35.6% |
| 5Y | -43.3% | +0.6% | -43.9% | -50.7% |
| All | +236.7% | +225.2% | +11.5% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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