+199.8%
TER vs INTU
-49.4%
+249.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -3.4% | +8.8% | +3.9% |
| 7D | +0.6% | -7.1% | +7.7% | -2.8% |
| 30D | -8.3% | +1.5% | -9.8% | -7.0% |
| 3M | -12.2% | +10.7% | -22.9% | -4.5% |
| 6M | +17.0% | -23.8% | +40.9% | +15.6% |
| YTD | +84.6% | -49.3% | +133.9% | +77.5% |
| 1Y | +199.8% | -49.7% | +249.5% | +183.6% |
| All | +199.8% | -49.4% | +249.2% | +183.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling