-42.2%
INTU vs TXT
+7.8%
-50.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.0% | -1.8% | -2.9% |
| 7D | +0.1% | -2.5% | +2.6% | +1.2% |
| 30D | +15.4% | +14.4% | +1.0% | +8.8% |
| 3M | +6.6% | -4.9% | +11.5% | +8.3% |
| 6M | -11.3% | -10.2% | -1.1% | -8.6% |
| YTD | -47.7% | -4.1% | -43.6% | -49.0% |
| 1Y | -47.0% | +4.0% | -51.0% | -50.7% |
| 3Y | -29.9% | +8.0% | -37.9% | -39.6% |
| All | -42.2% | +7.8% | -50.0% | -53.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling