+31.8%
BA vs INTU
+247.3%
-215.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.8% | +4.3% | +2.0% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | -7.9% | +15.4% | -23.3% | -13.3% |
| 3M | -25.3% | +6.6% | -31.9% | -28.0% |
| 6M | -24.6% | -11.3% | -13.3% | -23.8% |
| YTD | -20.1% | -47.7% | +27.6% | +0.7% |
| 1Y | -11.8% | -47.0% | +35.3% | +10.2% |
| 3Y | -10.1% | -29.9% | +19.8% | -7.9% |
| 5Y | -22.7% | -42.2% | +19.5% | -17.4% |
| All | +31.8% | +247.3% | -215.5% | -43.4% |
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