-15.1%
INTU vs BAM
+86.2%
-101.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.9% | -4.7% | -4.1% |
| 7D | +0.1% | +9.7% | -9.6% | -3.7% |
| 30D | +15.4% | +19.0% | -3.6% | +7.6% |
| 3M | +6.6% | +0.6% | +6.0% | +6.2% |
| 6M | -11.3% | +11.1% | -22.4% | -15.6% |
| YTD | -47.7% | +4.2% | -51.9% | -49.0% |
| 1Y | -47.0% | +3.3% | -50.3% | -48.2% |
| 3Y | -29.9% | +88.8% | -118.7% | -48.1% |
| All | -15.1% | +86.2% | -101.3% | -37.6% |
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