+14,280.4%
INTU vs TRV
+4,228.0%
+10,052.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.0% | -2.9% |
| 7D | -7.1% | -0.1% | -6.9% | -7.0% |
| 30D | +1.5% | -3.4% | +4.9% | +2.7% |
| 3M | +10.7% | +26.4% | -15.7% | +0.9% |
| 6M | -23.8% | +19.3% | -43.1% | -29.2% |
| YTD | -49.3% | +28.3% | -77.6% | -54.2% |
| 1Y | -49.7% | +34.3% | -83.9% | -55.5% |
| 3Y | -38.0% | +140.1% | -178.2% | -57.2% |
| 5Y | -38.7% | +155.7% | -194.5% | -59.3% |
| 10Y | +221.3% | +285.5% | -64.2% | +75.0% |
| All | +14,280.4% | +4,228.0% | +10,052.4% | +3,047.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling