+209.1%
INTU vs TRU
+144.8%
+64.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.2% | -0.3% |
| 7D | -9.2% | -9.4% | +0.2% | -4.4% |
| 30D | -7.0% | -4.1% | -2.9% | -4.9% |
| 3M | +10.5% | +13.6% | -3.0% | +3.4% |
| 6M | -30.6% | +3.6% | -34.2% | -32.4% |
| YTD | -52.3% | -9.8% | -42.5% | -50.4% |
| 1Y | -51.8% | -13.6% | -38.2% | -49.2% |
| 3Y | -41.8% | -2.0% | -39.9% | -47.3% |
| 5Y | -42.8% | -35.8% | -7.0% | -34.7% |
| All | +209.1% | +144.8% | +64.3% | +110.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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