-21.7%
TLT vs INTU
+223.2%
-244.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.5% | +0.1% |
| 7D | -0.4% | -7.1% | +6.7% | -0.6% |
| 30D | -0.6% | +1.5% | -2.0% | -0.5% |
| 3M | -2.7% | +10.7% | -13.4% | -2.5% |
| 6M | -5.6% | -23.8% | +18.2% | -6.0% |
| YTD | -2.8% | -49.3% | +46.5% | -4.1% |
| 1Y | -1.4% | -49.7% | +48.2% | -2.7% |
| 3Y | -1.6% | -38.0% | +36.4% | -2.1% |
| 5Y | -33.8% | -38.7% | +4.9% | -34.5% |
| All | -21.7% | +223.2% | -244.8% | -9.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling