+263.2%
BAC vs INTU
+247.3%
+15.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.1% | +0.5% |
| 7D | -1.2% | +0.1% | -1.3% | -1.3% |
| 30D | -7.7% | +15.4% | -23.1% | -12.1% |
| 3M | -21.2% | +6.6% | -27.7% | -23.6% |
| 6M | -6.8% | -11.3% | +4.5% | -6.2% |
| YTD | -8.7% | -47.7% | +39.0% | +10.5% |
| 1Y | -5.3% | -47.0% | +41.7% | +13.8% |
| 3Y | +87.4% | -29.9% | +117.4% | +94.2% |
| 5Y | +18.9% | -42.2% | +61.1% | +27.4% |
| All | +263.2% | +247.3% | +15.9% | +99.4% |
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