+737.9%
BE vs INTU
+68.9%
+668.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +0.6% | +12.3% | +12.6% |
| 7D | +4.5% | -3.9% | +8.5% | +6.6% |
| 30D | -20.1% | +12.0% | -32.1% | -25.9% |
| 3M | -0.8% | +2.3% | -3.1% | -5.7% |
| 6M | -26.2% | -12.1% | -14.1% | -30.0% |
| YTD | +141.1% | -47.5% | +188.6% | +211.9% |
| 1Y | +64.8% | -46.9% | +111.7% | +112.6% |
| 3Y | +1,887.4% | -33.5% | +1,920.9% | +1,843.6% |
| 5Y | +518.1% | -41.2% | +559.3% | +555.1% |
| All | +737.9% | +68.9% | +668.9% | +222.0% |
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