+1,006.2%
TER vs INTU
+236.7%
+769.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.5% |
| 7D | -8.9% | -1.2% | -7.7% | -8.6% |
| 30D | -39.1% | +12.4% | -51.5% | -42.8% |
| 3M | -32.8% | +2.3% | -35.0% | -35.7% |
| 6M | -31.7% | -13.3% | -18.4% | -33.1% |
| YTD | +26.9% | -47.9% | +74.8% | +60.0% |
| 1Y | +33.6% | -47.2% | +80.7% | +66.4% |
| 3Y | +181.5% | -33.9% | +215.4% | +189.1% |
| 5Y | +76.1% | -41.3% | +117.5% | +87.1% |
| 10Y | +1,006.2% | +237.9% | +768.3% | +250.9% |
| All | +1,006.2% | +236.7% | +769.5% | +250.9% |
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