+237.9%
INTU vs TSEM
+839.5%
-601.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TSEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.7% | +1.0% |
| 7D | -1.2% | -9.5% | +8.2% | -0.3% |
| 30D | +12.4% | -35.5% | +47.9% | +18.0% |
| 3M | +2.3% | -41.6% | +43.8% | +7.9% |
| 6M | -13.3% | -30.1% | +16.7% | -16.1% |
| YTD | -47.9% | +25.7% | -73.6% | -57.8% |
| 1Y | -47.2% | +50.5% | -97.6% | -59.5% |
| 3Y | -33.9% | +501.7% | -535.6% | -68.2% |
| 5Y | -41.3% | +310.9% | -352.3% | -68.9% |
| 10Y | +237.9% | +849.8% | -611.9% | +26.9% |
| All | +237.9% | +839.5% | -601.6% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TSEM.
Daily Out/Under-Performance
Portfolio return minus TSEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSEM 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 TSEM 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