+675.5%
BE vs INTU
+66.8%
+608.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.0% | +12.9% | +12.4% |
| 7D | -1.2% | -3.9% | +2.7% | +0.4% |
| 30D | -30.9% | +11.7% | -42.6% | -35.8% |
| 3M | -11.6% | +4.5% | -16.1% | -17.1% |
| 6M | -25.7% | -13.9% | -11.8% | -28.7% |
| YTD | +123.1% | -48.2% | +171.4% | +190.5% |
| 1Y | +43.4% | -47.1% | +90.5% | +84.7% |
| 3Y | +1,683.6% | -32.5% | +1,716.1% | +1,607.9% |
| 5Y | +465.4% | -42.6% | +508.0% | +509.2% |
| All | +675.5% | +66.8% | +608.8% | +199.9% |
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