+217.6%
BAC vs INTU
+232.2%
-14.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.9% |
| 7D | +3.2% | +0.1% | +3.2% | +3.2% |
| 30D | -0.7% | +10.1% | -10.8% | -4.0% |
| 3M | -20.0% | -4.2% | -15.8% | -19.6% |
| 6M | +3.4% | -7.2% | +10.7% | +2.5% |
| YTD | -5.7% | -47.7% | +41.9% | +14.0% |
| 1Y | -1.4% | -46.7% | +45.3% | +18.1% |
| 3Y | +97.9% | -34.1% | +132.0% | +110.6% |
| 5Y | +22.9% | -43.3% | +66.2% | +33.0% |
| All | +217.6% | +232.2% | -14.6% | +66.8% |
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