+399.1%
BAC vs INTU
+223.2%
+175.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | +1.0% |
| 7D | +1.1% | -7.1% | +8.2% | +3.5% |
| 30D | -0.4% | +1.5% | -1.8% | -1.3% |
| 3M | +16.9% | +10.7% | +6.2% | +11.6% |
| 6M | +26.6% | -23.8% | +50.5% | +34.2% |
| YTD | +15.8% | -49.3% | +65.1% | +42.5% |
| 1Y | +27.2% | -49.7% | +76.8% | +56.4% |
| 3Y | +132.4% | -38.0% | +170.4% | +154.3% |
| 5Y | +72.6% | -38.7% | +111.3% | +78.8% |
| All | +399.1% | +223.2% | +175.9% | +151.6% |
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 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