+491.3%
BE vs INTU
-42.1%
+533.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.7% | -2.9% | -3.4% |
| 7D | +20.5% | -4.1% | +24.7% | +21.8% |
| 30D | -23.4% | +12.8% | -36.2% | -26.5% |
| 3M | -14.9% | +2.1% | -17.0% | -16.9% |
| 6M | -28.1% | -11.5% | -16.6% | -29.2% |
| YTD | +132.4% | -47.9% | +180.3% | +202.7% |
| 1Y | +59.4% | -47.7% | +107.0% | +108.2% |
| 3Y | +1,815.8% | -34.0% | +1,849.8% | +1,834.9% |
| 5Y | +491.3% | -43.5% | +534.8% | +506.5% |
| All | +491.3% | -42.1% | +533.4% | +506.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling