+99.7%
TXN vs INTU
-46.5%
+146.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | +0.5% |
| 7D | +1.0% | +8.7% | -7.6% | +3.1% |
| 30D | +6.1% | +25.9% | -19.7% | +12.3% |
| 3M | +10.4% | +10.7% | -0.4% | +13.9% |
| 6M | +12.6% | -11.6% | +24.1% | +14.6% |
| YTD | +83.5% | -45.4% | +128.9% | +99.5% |
| 1Y | +99.7% | -45.2% | +145.0% | +117.5% |
| All | +99.7% | -46.5% | +146.2% | +117.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling