+209.1%
INTU vs TRI
+191.2%
+17.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | +0.5% |
| 7D | -9.2% | -14.4% | +5.2% | +0.7% |
| 30D | -7.0% | -8.1% | +1.1% | -1.8% |
| 3M | +10.5% | +17.5% | -7.0% | -2.9% |
| 6M | -30.6% | -5.0% | -25.6% | -29.9% |
| YTD | -52.3% | -24.7% | -27.6% | -43.6% |
| 1Y | -51.8% | -41.5% | -10.3% | -32.1% |
| 3Y | -41.8% | -20.3% | -21.5% | -39.1% |
| 5Y | -42.8% | -10.9% | -31.9% | -45.5% |
| All | +209.1% | +191.2% | +17.8% | +48.2% |
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