+754.3%
BAC vs INTU
+17,690.3%
-16,936.1%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -3.5% |
| 7D | -2.7% | +7.1% | -9.8% | -4.3% |
| 30D | -8.0% | +23.0% | -31.0% | -12.5% |
| 3M | -20.9% | +8.7% | -29.6% | -23.0% |
| 6M | -5.4% | -10.1% | +4.7% | -5.2% |
| YTD | -8.1% | -45.7% | +37.6% | +2.4% |
| 1Y | -3.1% | -45.1% | +42.0% | +7.6% |
| 3Y | +88.1% | -26.9% | +115.0% | +92.7% |
| 5Y | +19.7% | -40.0% | +59.7% | +25.1% |
| 10Y | +275.9% | +265.4% | +10.5% | +160.4% |
| All | +754.3% | +17,690.3% | -16,936.1% | +201.7% |
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