+1,502.2%
TSM vs INTU
+251.7%
+1,250.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.5% | +3.8% |
| 7D | -2.5% | -3.9% | +1.4% | -1.3% |
| 30D | -14.3% | +11.7% | -26.0% | -18.3% |
| 3M | -7.2% | +4.5% | -11.7% | -10.5% |
| 6M | -5.1% | -13.9% | +8.8% | -4.3% |
| YTD | +28.9% | -48.2% | +77.1% | +59.7% |
| 1Y | +37.1% | -47.1% | +84.2% | +67.7% |
| 3Y | +341.5% | -32.5% | +374.0% | +364.3% |
| 5Y | +245.7% | -42.6% | +288.3% | +275.3% |
| 10Y | +1,502.2% | +235.3% | +1,267.0% | +705.4% |
| All | +1,502.2% | +251.7% | +1,250.6% | +705.4% |
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