+1,001.8%
TER vs INTU
+251.7%
+750.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -1.0% | +13.7% | +13.1% |
| 7D | -5.8% | -3.9% | -1.8% | -4.4% |
| 30D | -38.9% | +11.7% | -50.6% | -42.5% |
| 3M | -35.1% | +4.5% | -39.6% | -38.6% |
| 6M | -31.6% | -13.9% | -17.7% | -32.8% |
| YTD | +27.2% | -48.2% | +75.5% | +60.8% |
| 1Y | +35.2% | -47.1% | +82.4% | +68.1% |
| 3Y | +192.8% | -32.5% | +225.3% | +195.8% |
| 5Y | +72.4% | -42.6% | +115.0% | +85.7% |
| 10Y | +1,001.8% | +235.3% | +766.6% | +251.5% |
| All | +1,001.8% | +251.7% | +750.2% | +251.5% |
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