+151.8%
TER vs INTU
-29.7%
+181.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.8% | +6.3% | +2.1% |
| 7D | -20.5% | +0.1% | -20.6% | -20.4% |
| 30D | -47.0% | +15.4% | -62.4% | -46.1% |
| 3M | -43.3% | +6.6% | -49.9% | -42.6% |
| 6M | -42.9% | -11.3% | -31.6% | -40.7% |
| YTD | +12.9% | -47.7% | +60.6% | +40.5% |
| 1Y | +18.2% | -47.0% | +65.2% | +45.8% |
| 3Y | +151.8% | -29.9% | +181.7% | +132.8% |
| All | +151.8% | -29.7% | +181.5% | +132.8% |
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