+192.8%
TER vs INTU
-33.0%
+225.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -1.0% | +13.7% | +12.6% |
| 7D | -5.8% | -3.9% | -1.8% | -6.2% |
| 30D | -38.9% | +11.7% | -50.6% | -38.1% |
| 3M | -35.1% | +4.5% | -39.6% | -34.5% |
| 6M | -31.6% | -13.9% | -17.7% | -28.7% |
| YTD | +27.2% | -48.2% | +75.5% | +58.5% |
| 1Y | +35.2% | -47.1% | +82.4% | +66.2% |
| 3Y | +192.8% | -32.5% | +225.3% | +166.6% |
| All | +192.8% | -33.0% | +225.8% | +166.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling