+236.7%
INTU vs TRV
+350.6%
-113.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +0.1% | +2.0% | -2.0% | -0.7% |
| 30D | +10.1% | +6.7% | +3.3% | +7.4% |
| 3M | -4.2% | +9.4% | -13.5% | -7.3% |
| 6M | -7.2% | +37.7% | -45.0% | -18.2% |
| YTD | -47.7% | +40.6% | -88.3% | -54.4% |
| 1Y | -46.7% | +42.4% | -89.1% | -53.8% |
| 3Y | -34.1% | +148.1% | -182.2% | -55.6% |
| 5Y | -43.3% | +181.7% | -225.0% | -64.7% |
| All | +236.7% | +350.6% | -113.8% | +76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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