-15.4%
INTU vs BAM
+88.1%
-103.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +1.9% | +1.2% |
| 7D | -1.2% | +5.0% | -6.2% | -3.3% |
| 30D | +12.4% | +16.6% | -4.1% | +5.6% |
| 3M | +2.3% | +2.2% | +0.1% | +1.2% |
| 6M | -13.3% | +9.7% | -23.0% | -17.0% |
| YTD | -47.9% | +5.2% | -53.1% | -49.4% |
| 1Y | -47.2% | +3.9% | -51.1% | -48.5% |
| 3Y | -33.9% | +91.5% | -125.4% | -51.3% |
| All | -15.4% | +88.1% | -103.5% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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