+233.5%
INTU vs TT
+748.9%
-515.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.3% | +0.3% |
| 7D | -3.9% | +3.5% | -7.4% | -5.4% |
| 30D | +12.0% | -11.0% | +23.0% | +16.7% |
| 3M | +2.3% | -12.0% | +14.3% | +6.7% |
| 6M | -12.1% | -10.4% | -1.7% | -10.2% |
| YTD | -47.5% | +9.9% | -57.5% | -52.9% |
| 1Y | -46.9% | +1.5% | -48.4% | -50.3% |
| 3Y | -33.5% | +93.7% | -127.2% | -57.8% |
| 5Y | -41.2% | +139.2% | -180.5% | -67.9% |
| 10Y | +233.5% | +741.5% | -508.0% | +0.2% |
| All | +233.5% | +748.9% | -515.4% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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