+55.5%
T vs INTU
+247.3%
-191.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.8% | +2.9% | -0.3% |
| 7D | +1.0% | +0.1% | +0.9% | +1.0% |
| 30D | -10.6% | +15.4% | -26.0% | -12.5% |
| 3M | -7.7% | +6.6% | -14.3% | -8.8% |
| 6M | -13.3% | -11.3% | -2.0% | -12.8% |
| YTD | -8.8% | -47.7% | +39.0% | -0.5% |
| 1Y | -8.4% | -47.0% | +38.6% | -0.5% |
| 3Y | +59.6% | -29.9% | +89.6% | +60.6% |
| 5Y | +52.1% | -42.2% | +94.3% | +54.9% |
| All | +55.5% | +247.3% | -191.8% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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