+243.1%
INTU vs TT
+764.8%
-521.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.4% | -6.1% | -4.7% |
| 7D | +0.1% | -2.0% | +2.1% | +0.8% |
| 30D | +15.4% | -14.0% | +29.4% | +22.0% |
| 3M | +6.6% | -15.9% | +22.4% | +13.2% |
| 6M | -11.3% | -17.3% | +6.0% | -6.4% |
| YTD | -47.7% | +4.0% | -51.7% | -52.0% |
| 1Y | -47.0% | -7.1% | -39.9% | -48.4% |
| 3Y | -29.9% | +90.2% | -120.2% | -55.4% |
| 5Y | -42.2% | +131.1% | -173.3% | -68.0% |
| All | +243.1% | +764.8% | -521.6% | +5.4% |
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