-23.8%
INTU vs TXT
-20.2%
-3.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.6% |
| 7D | -7.1% | -4.8% | -2.3% | -9.3% |
| 30D | +1.5% | -10.6% | +12.1% | -4.0% |
| 3M | +10.7% | -13.2% | +23.8% | +3.6% |
| 6M | -23.8% | -20.3% | -3.5% | -30.7% |
| All | -23.8% | -20.2% | -3.6% | -30.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling