+976.1%
BAC vs INTU
+16,502.9%
-15,526.8%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | +0.7% |
| 7D | +1.1% | -7.1% | +8.2% | +2.8% |
| 30D | -0.4% | +1.5% | -1.8% | -1.0% |
| 3M | +16.9% | +10.7% | +6.2% | +13.3% |
| 6M | +26.6% | -23.8% | +50.5% | +31.5% |
| YTD | +15.8% | -49.3% | +65.1% | +31.6% |
| 1Y | +27.2% | -49.7% | +76.8% | +44.6% |
| 3Y | +132.4% | -38.0% | +170.4% | +148.3% |
| 5Y | +72.6% | -38.7% | +111.3% | +80.0% |
| 10Y | +389.7% | +221.3% | +168.4% | +250.5% |
| All | +976.1% | +16,502.9% | -15,526.8% | +287.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling