+11,664.6%
TXN vs INTU
+16,502.9%
-4,838.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.4% | +5.2% | +2.9% |
| 7D | -0.1% | -7.1% | +7.0% | +2.2% |
| 30D | -6.9% | +1.5% | -8.4% | -7.9% |
| 3M | -14.9% | +10.7% | -25.6% | -19.0% |
| 6M | +29.0% | -23.8% | +52.8% | +33.8% |
| YTD | +51.5% | -49.3% | +100.8% | +77.3% |
| 1Y | +41.6% | -49.7% | +91.2% | +65.9% |
| 3Y | +65.8% | -38.0% | +103.8% | +78.9% |
| 5Y | +56.8% | -38.7% | +95.6% | +65.2% |
| 10Y | +387.5% | +221.3% | +166.1% | +204.3% |
| All | +11,664.6% | +16,502.9% | -4,838.3% | +2,071.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling