-38.5%
INTU vs BB
+59.1%
-97.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -7.1% | -5.6% | -1.4% | -6.6% |
| 30D | +1.5% | -11.8% | +13.2% | +2.5% |
| 3M | +10.7% | -25.5% | +36.2% | +12.7% |
| 6M | -23.8% | +121.3% | -145.1% | -33.8% |
| YTD | -49.3% | +103.2% | -152.5% | -55.3% |
| 1Y | -49.7% | +102.6% | -152.3% | -55.8% |
| All | -38.5% | +59.1% | -97.6% | -49.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling