-45.2%
INTU vs BB
+88.0%
-133.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +7.0% | -3.5% | +3.7% |
| 7D | +8.7% | -6.8% | +15.5% | +8.4% |
| 30D | +25.9% | -3.5% | +29.4% | +25.5% |
| 3M | +10.7% | -1.2% | +12.0% | +10.5% |
| 6M | -11.6% | +57.0% | -68.6% | -16.9% |
| YTD | -45.4% | +131.1% | -176.5% | -52.5% |
| 1Y | -45.2% | +87.6% | -132.8% | -50.7% |
| All | -45.2% | +88.0% | -133.2% | -50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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