+87.4%
BAC vs INTU
-29.7%
+117.2%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.1% | -0.2% |
| 7D | -1.2% | +0.1% | -1.3% | -1.2% |
| 30D | -7.7% | +15.4% | -23.1% | -9.3% |
| 3M | -21.2% | +6.6% | -27.7% | -22.0% |
| 6M | -6.8% | -11.3% | +4.5% | -5.8% |
| YTD | -8.7% | -47.7% | +39.0% | +4.6% |
| 1Y | -5.3% | -47.0% | +41.7% | +8.0% |
| 3Y | +87.4% | -29.9% | +117.4% | +78.0% |
| All | +87.4% | -29.7% | +117.2% | +78.0% |
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