+6.5%
TLT vs INTU
-29.7%
+36.2%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.8% | +3.7% | +0.1% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +6.2% | +15.4% | -9.2% | +5.9% |
| 3M | -0.3% | +6.6% | -6.9% | -0.5% |
| 6M | -3.4% | -11.3% | +8.0% | -3.3% |
| YTD | -3.1% | -47.7% | +44.6% | -1.6% |
| 1Y | -5.2% | -47.0% | +41.8% | -3.8% |
| 3Y | +6.5% | -29.9% | +36.4% | -4.8% |
| All | +6.5% | -29.7% | +36.2% | -4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling