-0.9%
BA vs INTU
-38.8%
+37.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.2% | +1.6% |
| 7D | +1.2% | -7.1% | +8.2% | +2.9% |
| 30D | -11.6% | +1.5% | -13.1% | -12.2% |
| 3M | -2.4% | +10.7% | -13.0% | -5.5% |
| 6M | -6.6% | -23.8% | +17.2% | -2.0% |
| YTD | -2.2% | -49.3% | +47.1% | +15.6% |
| 1Y | -8.0% | -49.7% | +41.6% | +8.8% |
| 3Y | -5.0% | -38.0% | +33.0% | +1.3% |
| All | -0.9% | -38.8% | +37.9% | -4.9% |
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