+71.4%
BAC vs INTU
-38.8%
+110.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | +0.6% |
| 7D | +1.1% | -7.1% | +8.2% | +2.6% |
| 30D | -0.4% | +1.5% | -1.8% | -1.0% |
| 3M | +16.9% | +10.7% | +6.2% | +13.5% |
| 6M | +26.6% | -23.8% | +50.5% | +32.3% |
| YTD | +15.8% | -49.3% | +65.1% | +35.1% |
| 1Y | +27.2% | -49.7% | +76.8% | +48.4% |
| 3Y | +132.4% | -38.0% | +170.4% | +149.4% |
| All | +71.4% | -38.8% | +110.2% | +70.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling