-46.9%
INTU vs BAM
+2.1%
-49.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.4% | +1.3% |
| 7D | -3.9% | -2.9% | -1.1% | -2.9% |
| 30D | +12.0% | +14.7% | -2.7% | +5.8% |
| 3M | +2.3% | -4.1% | +6.5% | +3.0% |
| 6M | -12.1% | +9.6% | -21.7% | -15.3% |
| YTD | -47.5% | +3.4% | -51.0% | -48.0% |
| 1Y | -46.9% | +1.0% | -47.9% | -47.2% |
| All | -46.9% | +2.1% | -49.0% | -47.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling