-10.6%
BA vs INTU
-46.8%
+36.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | 0.0% | +0.6% |
| 7D | -1.4% | -3.9% | +2.5% | -1.2% |
| 30D | -7.9% | +12.0% | -19.9% | -8.1% |
| 3M | -25.2% | +2.3% | -27.5% | -25.4% |
| 6M | -26.7% | -12.1% | -14.6% | -26.9% |
| YTD | -19.6% | -47.5% | +27.9% | -20.8% |
| 1Y | -10.6% | -46.9% | +36.3% | -12.0% |
| All | -10.6% | -46.8% | +36.2% | -12.0% |
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