+415.7%
TXN vs INTU
+209.2%
+206.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.6% |
| 7D | +2.7% | -8.5% | +11.1% | +5.9% |
| 30D | -6.7% | -6.1% | -0.6% | -5.2% |
| 3M | -8.9% | +7.3% | -16.2% | -13.3% |
| 6M | +34.7% | -33.2% | +67.9% | +50.5% |
| YTD | +53.3% | -52.2% | +105.5% | +98.0% |
| 1Y | +45.0% | -52.7% | +97.7% | +87.9% |
| 3Y | +73.1% | -41.6% | +114.7% | +94.4% |
| 5Y | +59.9% | -42.6% | +102.6% | +71.5% |
| 10Y | +415.7% | +211.0% | +204.6% | +120.9% |
| All | +415.7% | +209.2% | +206.5% | +120.9% |
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