+221.6%
INTU vs TT
+912.5%
-690.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.8% | -4.2% | -3.7% |
| 7D | -7.1% | 0.0% | -7.1% | -7.1% |
| 30D | +1.5% | -7.2% | +8.6% | +4.5% |
| 3M | +10.7% | -3.0% | +13.6% | +10.7% |
| 6M | -23.8% | +1.4% | -25.2% | -26.6% |
| YTD | -49.3% | +15.9% | -65.2% | -55.0% |
| 1Y | -49.7% | +9.4% | -59.1% | -54.1% |
| 3Y | -38.0% | +124.4% | -162.4% | -63.2% |
| 5Y | -38.7% | +138.0% | -176.7% | -65.8% |
| All | +221.6% | +912.5% | -690.9% | -6.5% |
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