+911.5%
BE vs INTU
+63.3%
+848.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -3.4% | +10.7% | +9.2% |
| 7D | +20.0% | -7.1% | +27.1% | +24.5% |
| 30D | +7.9% | +1.5% | +6.5% | +5.4% |
| 3M | -13.2% | +10.7% | -23.9% | -23.0% |
| 6M | +53.5% | -23.8% | +77.3% | +56.2% |
| YTD | +191.0% | -49.3% | +240.3% | +292.9% |
| 1Y | +360.5% | -49.7% | +410.2% | +527.8% |
| 3Y | +1,568.0% | -38.0% | +1,606.0% | +1,659.7% |
| 5Y | +1,055.2% | -38.7% | +1,093.9% | +1,084.1% |
| All | +911.5% | +63.3% | +848.2% | +305.6% |
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 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