+97.3%
BAC vs INTU
-33.0%
+130.3%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.2% | +2.4% |
| 7D | +2.0% | -3.9% | +5.9% | +2.5% |
| 30D | -6.9% | +11.7% | -18.7% | -8.3% |
| 3M | -19.6% | +4.5% | -24.0% | -20.3% |
| 6M | -0.5% | -13.9% | +13.4% | +1.2% |
| YTD | -6.6% | -48.2% | +41.6% | +7.3% |
| 1Y | -3.0% | -47.1% | +44.2% | +10.7% |
| 3Y | +97.3% | -32.5% | +129.8% | +85.3% |
| All | +97.3% | -33.0% | +130.3% | +85.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling