+26.5%
BAC vs INTU
-49.4%
+75.9%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.5% |
| 7D | +0.6% | -7.1% | +7.7% | +0.7% |
| 30D | -0.9% | +1.5% | -2.4% | -1.0% |
| 3M | +16.3% | +10.7% | +5.7% | +15.9% |
| 6M | +26.0% | -23.8% | +49.8% | +27.8% |
| YTD | +15.2% | -49.3% | +64.5% | +24.8% |
| 1Y | +26.5% | -49.7% | +76.2% | +36.9% |
| All | +26.5% | -49.4% | +75.9% | +36.9% |
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 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