-12.5%
TLT vs INTU
+251.7%
-264.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | 0.0% |
| 7D | +0.3% | -3.9% | +4.2% | +0.2% |
| 30D | +5.1% | +11.7% | -6.6% | +5.3% |
| 3M | -0.2% | +4.5% | -4.7% | -0.1% |
| 6M | -2.9% | -13.9% | +11.0% | -3.1% |
| YTD | -2.7% | -48.2% | +45.5% | -3.9% |
| 1Y | -4.6% | -47.1% | +42.5% | -5.8% |
| 3Y | +6.1% | -32.5% | +38.6% | +5.8% |
| 5Y | -35.1% | -42.6% | +7.4% | -36.4% |
| 10Y | -12.5% | +235.3% | -247.8% | -0.2% |
| All | -12.5% | +251.7% | -264.1% | -0.2% |
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