+20.6%
BAC vs INTU
-41.3%
+61.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.7% | -0.2% |
| 7D | -1.9% | -3.9% | +2.1% | -1.1% |
| 30D | -7.2% | +12.0% | -19.1% | -9.4% |
| 3M | -20.4% | +2.3% | -22.7% | -21.2% |
| 6M | +1.3% | -12.1% | +13.4% | +2.5% |
| YTD | -6.4% | -47.5% | +41.1% | +8.2% |
| 1Y | -3.5% | -46.9% | +43.4% | +11.0% |
| 3Y | +96.7% | -33.5% | +130.2% | +106.8% |
| 5Y | +20.6% | -41.2% | +61.8% | +18.8% |
| All | +20.6% | -41.3% | +61.9% | +18.8% |
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