+1,643.1%
TSM vs INTU
+232.2%
+1,410.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.8% |
| 7D | +6.2% | +0.1% | +6.1% | +6.2% |
| 30D | -7.3% | +10.1% | -17.3% | -11.1% |
| 3M | -7.1% | -4.2% | -2.9% | -7.2% |
| 6M | +0.2% | -7.2% | +7.5% | -2.0% |
| YTD | +32.2% | -47.7% | +79.9% | +63.3% |
| 1Y | +42.8% | -46.7% | +89.5% | +74.2% |
| 3Y | +330.4% | -34.1% | +364.5% | +358.7% |
| 5Y | +263.9% | -43.3% | +307.2% | +298.6% |
| All | +1,643.1% | +232.2% | +1,410.9% | +813.2% |
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