+1,641.8%
TSM vs INTU
+240.8%
+1,401.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.6% | +3.6% | +4.0% |
| 7D | +4.4% | -3.9% | +8.4% | +5.8% |
| 30D | -7.0% | +12.0% | -19.0% | -11.4% |
| 3M | -1.8% | +2.3% | -4.1% | -4.4% |
| 6M | +2.7% | -12.1% | +14.8% | +2.8% |
| YTD | +37.1% | -47.5% | +84.6% | +69.1% |
| 1Y | +43.5% | -46.9% | +90.4% | +75.4% |
| 3Y | +341.5% | -33.5% | +375.0% | +368.6% |
| 5Y | +278.9% | -41.2% | +320.1% | +307.3% |
| 10Y | +1,641.8% | +233.5% | +1,408.3% | +791.6% |
| All | +1,641.8% | +240.8% | +1,401.0% | +791.6% |
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