+593.0%
BE vs INTU
+68.4%
+524.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -4.2% | -9.3% | -11.4% |
| 7D | -14.7% | +0.1% | -14.9% | -14.9% |
| 30D | -40.5% | +15.4% | -56.0% | -45.6% |
| 3M | -24.3% | +6.6% | -30.9% | -29.5% |
| 6M | -39.3% | -11.3% | -28.0% | -43.0% |
| YTD | +99.4% | -47.7% | +147.1% | +159.4% |
| 1Y | +26.6% | -47.0% | +73.6% | +64.0% |
| 3Y | +1,616.9% | -29.9% | +1,646.9% | +1,496.3% |
| 5Y | +441.4% | -42.2% | +483.6% | +485.0% |
| All | +593.0% | +68.4% | +524.6% | +167.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling