+1,671.4%
TER vs INTU
+223.2%
+1,448.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.4% | +8.9% | +7.0% |
| 7D | +0.6% | -7.1% | +7.7% | +3.9% |
| 30D | -8.3% | +1.5% | -9.7% | -9.9% |
| 3M | -12.2% | +10.7% | -22.9% | -19.4% |
| 6M | +17.1% | -23.8% | +40.9% | +22.1% |
| YTD | +84.7% | -49.3% | +134.0% | +141.6% |
| 1Y | +199.9% | -49.7% | +249.6% | +292.0% |
| 3Y | +232.8% | -38.0% | +270.8% | +263.1% |
| 5Y | +198.6% | -38.7% | +237.3% | +211.4% |
| All | +1,671.4% | +223.2% | +1,448.3% | +471.6% |
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 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