+886.2%
TER vs INTU
+247.3%
+638.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.8% | +6.3% | +4.1% |
| 7D | -20.5% | +0.1% | -20.6% | -20.8% |
| 30D | -47.0% | +15.4% | -62.4% | -50.9% |
| 3M | -43.3% | +6.6% | -49.9% | -46.8% |
| 6M | -42.9% | -11.3% | -31.6% | -44.9% |
| YTD | +12.9% | -47.7% | +60.6% | +42.2% |
| 1Y | +18.2% | -47.0% | +65.2% | +47.2% |
| 3Y | +151.8% | -29.9% | +181.7% | +148.4% |
| 5Y | +54.2% | -42.2% | +96.4% | +65.9% |
| All | +886.2% | +247.3% | +638.9% | +214.5% |
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