+91.2%
TXN vs INTU
-47.1%
+138.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.3% | -2.7% |
| 7D | +9.5% | +0.1% | +9.4% | +9.5% |
| 30D | +8.7% | +10.1% | -1.4% | +11.4% |
| 3M | +11.6% | -4.2% | +15.8% | +11.2% |
| 6M | +0.1% | -7.2% | +7.3% | +2.9% |
| YTD | +78.8% | -47.7% | +126.5% | +92.4% |
| 1Y | +91.2% | -46.7% | +137.9% | +104.1% |
| All | +91.2% | -47.1% | +138.4% | +104.1% |
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