-23.1%
BA vs INTU
-41.2%
+18.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.4% |
| 7D | -0.1% | +7.1% | -7.2% | -1.7% |
| 30D | -9.1% | +23.0% | -32.1% | -13.6% |
| 3M | -28.2% | +8.7% | -36.9% | -30.0% |
| 6M | -23.1% | -10.1% | -13.0% | -22.5% |
| YTD | -20.6% | -45.7% | +25.1% | -7.4% |
| 1Y | -12.7% | -45.1% | +32.4% | +1.1% |
| 3Y | -11.6% | -26.9% | +15.3% | -10.8% |
| 5Y | -23.1% | -40.0% | +16.8% | -27.6% |
| All | -23.1% | -41.2% | +18.1% | -27.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling