+17.1%
TER vs INTU
-22.6%
+39.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.4% | +8.9% | +3.5% |
| 7D | +0.6% | -7.1% | +7.7% | -3.5% |
| 30D | -8.3% | +1.5% | -9.7% | -6.7% |
| 3M | -12.2% | +10.7% | -22.9% | -2.2% |
| 6M | +17.1% | -23.8% | +40.9% | +10.4% |
| All | +17.1% | -22.6% | +39.6% | +10.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling