-52.0%
INTU vs TXT
-2.3%
-49.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.6% | -4.7% | -4.0% |
| 7D | -7.5% | -0.2% | -7.3% | -7.6% |
| 30D | -1.9% | -11.1% | +9.1% | -4.9% |
| 3M | +4.9% | -13.0% | +17.8% | +1.3% |
| 6M | -33.2% | -16.2% | -17.0% | -35.1% |
| YTD | -51.4% | -8.7% | -42.7% | -53.6% |
| 1Y | -52.0% | -3.8% | -48.2% | -54.7% |
| All | -52.0% | -2.3% | -49.7% | -54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TXT 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling