+236.7%
INTU vs BB
+21.8%
+215.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.9% | +0.8% |
| 7D | +0.1% | +1.8% | -1.8% | -0.3% |
| 30D | +10.1% | +8.1% | +1.9% | +8.1% |
| 3M | -4.2% | -1.0% | -3.2% | -5.2% |
| 6M | -7.2% | +45.9% | -53.1% | -16.1% |
| YTD | -47.7% | +134.8% | -182.5% | -56.8% |
| 1Y | -46.7% | +104.6% | -151.3% | -55.0% |
| 3Y | -34.1% | +152.8% | -186.9% | -49.1% |
| 5Y | -43.3% | -17.4% | -25.8% | -49.3% |
| All | +236.7% | +21.8% | +215.0% | +134.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling