+124.0%
TXN vs INTU
-33.0%
+157.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.0% | +7.6% | +6.6% |
| 7D | -2.1% | -3.9% | +1.9% | -2.0% |
| 30D | +4.7% | +11.7% | -7.0% | +4.3% |
| 3M | +3.9% | +4.5% | -0.6% | +3.5% |
| 6M | +3.8% | -13.9% | +17.7% | +6.4% |
| YTD | +74.2% | -48.2% | +122.4% | +109.7% |
| 1Y | +88.2% | -47.1% | +135.3% | +124.3% |
| 3Y | +124.0% | -32.5% | +156.5% | +122.3% |
| All | +124.0% | -33.0% | +157.0% | +122.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling