-11.8%
TLT vs INTU
+240.8%
-252.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | +0.1% |
| 7D | -1.0% | -3.9% | +2.9% | -1.1% |
| 30D | +3.7% | +12.0% | -8.3% | +3.9% |
| 3M | -0.8% | +2.3% | -3.1% | -0.7% |
| 6M | -3.6% | -12.1% | +8.5% | -3.7% |
| YTD | -3.9% | -47.5% | +43.6% | -5.1% |
| 1Y | -6.2% | -46.9% | +40.7% | -7.4% |
| 3Y | +4.2% | -33.5% | +37.6% | +3.8% |
| 5Y | -34.7% | -41.2% | +6.6% | -35.8% |
| 10Y | -11.8% | +233.5% | -245.3% | +0.4% |
| All | -11.8% | +240.8% | -252.6% | +0.4% |
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 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