+54.1%
T vs INTU
+251.7%
-197.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.7% | +0.9% |
| 7D | +1.7% | -3.9% | +5.6% | +2.3% |
| 30D | -1.7% | +11.7% | -13.4% | -3.3% |
| 3M | -7.3% | +4.5% | -11.8% | -8.1% |
| 6M | -11.2% | -13.9% | +2.7% | -10.2% |
| YTD | -8.1% | -48.2% | +40.2% | +0.4% |
| 1Y | -8.0% | -47.1% | +39.1% | 0.0% |
| 3Y | +62.1% | -32.5% | +94.6% | +64.3% |
| 5Y | +55.7% | -42.6% | +98.3% | +58.6% |
| 10Y | +54.1% | +235.3% | -181.2% | +0.7% |
| All | +54.1% | +251.7% | -197.5% | +0.7% |
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