+14,280.4%
INTU vs TROW
+8,551.7%
+5,728.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.4% | -3.0% |
| 7D | -7.1% | -1.3% | -5.8% | -6.5% |
| 30D | +1.5% | -4.5% | +6.0% | +3.4% |
| 3M | +10.7% | +3.9% | +6.8% | +8.5% |
| 6M | -23.8% | +22.6% | -46.4% | -30.5% |
| YTD | -49.3% | +10.1% | -59.4% | -51.8% |
| 1Y | -49.7% | +3.6% | -53.2% | -50.9% |
| 3Y | -38.0% | +12.4% | -50.4% | -42.6% |
| 5Y | -38.7% | -37.5% | -1.2% | -28.0% |
| 10Y | +221.3% | +130.0% | +91.4% | +123.8% |
| All | +14,280.4% | +8,551.7% | +5,728.7% | +2,368.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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