+1,008.9%
BE vs INTU
+56.5%
+952.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -4.1% | +13.8% | +11.9% |
| 7D | +29.8% | -7.5% | +37.3% | +34.8% |
| 30D | +26.4% | -1.9% | +28.3% | +25.4% |
| 3M | +9.3% | +4.9% | +4.5% | -0.3% |
| 6M | +105.1% | -33.2% | +138.3% | +130.3% |
| YTD | +219.0% | -51.4% | +270.4% | +339.5% |
| 1Y | +418.8% | -52.0% | +470.7% | +624.5% |
| 3Y | +1,784.6% | -40.7% | +1,825.3% | +1,931.9% |
| 5Y | +1,251.0% | -41.7% | +1,292.7% | +1,324.8% |
| All | +1,008.9% | +56.5% | +952.4% | +353.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling