+1,617.8%
INTU vs TRI
+561.6%
+1,056.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -5.4% | +2.1% | -0.5% |
| 7D | -7.1% | -0.5% | -6.6% | -6.9% |
| 30D | +1.5% | +7.9% | -6.4% | -2.6% |
| 3M | +10.7% | +24.1% | -13.4% | -2.4% |
| 6M | -23.8% | +3.8% | -27.7% | -26.4% |
| YTD | -49.3% | -16.9% | -32.4% | -45.3% |
| 1Y | -49.7% | -38.4% | -11.3% | -36.7% |
| 3Y | -38.0% | -12.2% | -25.8% | -36.8% |
| 5Y | -38.7% | -1.8% | -36.9% | -40.4% |
| 10Y | +221.3% | +207.6% | +13.7% | +83.1% |
| All | +1,617.8% | +561.6% | +1,056.1% | +555.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling