-38.1%
INTU vs BAM
+61.4%
-99.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.6% | -4.0% | -3.6% |
| 7D | -7.1% | -2.0% | -5.1% | -6.3% |
| 30D | +1.5% | -2.9% | +4.4% | +2.6% |
| 3M | +10.7% | +9.4% | +1.3% | +6.7% |
| 6M | -23.8% | +10.8% | -34.6% | -27.4% |
| YTD | -49.3% | -0.4% | -48.9% | -49.5% |
| 1Y | -49.7% | -10.9% | -38.8% | -47.8% |
| All | -38.1% | +61.4% | -99.5% | -51.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling