+5,823.6%
TER vs INTU
+17,690.3%
-11,866.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.2% | -0.5% | -14.7% | -15.1% |
| 7D | -28.2% | +7.1% | -35.3% | -30.2% |
| 30D | -50.6% | +23.0% | -73.6% | -54.8% |
| 3M | -45.3% | +8.7% | -54.1% | -48.6% |
| 6M | -40.4% | -10.1% | -30.3% | -42.8% |
| YTD | +10.0% | -45.7% | +55.7% | +24.1% |
| 1Y | +13.6% | -45.1% | +58.7% | +27.5% |
| 3Y | +145.2% | -26.9% | +172.1% | +142.5% |
| 5Y | +50.4% | -40.0% | +90.3% | +58.8% |
| 10Y | +882.9% | +265.4% | +617.5% | +431.5% |
| All | +5,823.6% | +17,690.3% | -11,866.7% | +656.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling