+45.0%
TXN vs INTU
-52.6%
+97.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +0.7% |
| 7D | +2.7% | -8.5% | +11.1% | +0.8% |
| 30D | -6.7% | -6.1% | -0.6% | -7.7% |
| 3M | -8.9% | +7.3% | -16.2% | -6.3% |
| 6M | +34.7% | -33.2% | +67.9% | +33.0% |
| YTD | +53.3% | -52.2% | +105.5% | +66.5% |
| 1Y | +45.0% | -52.7% | +97.7% | +57.2% |
| All | +45.0% | -52.6% | +97.6% | +57.2% |
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 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