+85.4%
BE vs INTU
-47.1%
+132.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.4% | -5.4% | -4.6% |
| 7D | +10.8% | +0.1% | +10.8% | +10.9% |
| 30D | -19.8% | +10.1% | -29.9% | -13.5% |
| 3M | -18.7% | -4.2% | -14.5% | -18.8% |
| 6M | -33.7% | -7.2% | -26.5% | -27.3% |
| YTD | +121.0% | -47.7% | +168.6% | +157.7% |
| 1Y | +85.4% | -46.7% | +132.1% | +112.6% |
| All | +85.4% | -47.1% | +132.5% | +112.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling