-5.3%
BAC vs INTU
-46.6%
+41.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.1% | -0.7% |
| 7D | -1.2% | +0.1% | -1.3% | -1.2% |
| 30D | -7.7% | +15.4% | -23.1% | -7.6% |
| 3M | -21.2% | +6.6% | -27.7% | -21.1% |
| 6M | -6.8% | -11.3% | +4.5% | -6.3% |
| YTD | -8.7% | -47.7% | +39.0% | -3.4% |
| 1Y | -5.3% | -47.0% | +41.7% | -0.3% |
| All | -5.3% | -46.6% | +41.4% | -0.3% |
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