-17.7%
INTU vs BAM
+78.0%
-95.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +2.7% |
| 3M | +10.7% | +9.4% | +1.3% | +6.6% |
| 6M | -23.8% | +10.8% | -34.6% | -27.5% |
| YTD | -49.3% | -0.4% | -48.9% | -49.6% |
| 1Y | -49.7% | -10.9% | -38.8% | -47.8% |
| 3Y | -38.0% | +61.3% | -99.3% | -51.0% |
| All | -17.7% | +78.0% | -95.6% | -38.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling