+33.6%
TER vs INTU
-46.8%
+80.4%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | +0.1% |
| 7D | -8.9% | -1.2% | -7.7% | -9.3% |
| 30D | -39.1% | +12.4% | -51.5% | -34.2% |
| 3M | -32.8% | +2.3% | -35.0% | -29.7% |
| 6M | -31.7% | -13.3% | -18.4% | -28.3% |
| YTD | +26.9% | -47.9% | +74.8% | +21.7% |
| 1Y | +33.6% | -47.2% | +80.7% | +27.7% |
| All | +33.6% | -46.8% | +80.4% | +27.7% |
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