+2,505.2%
INTU vs BB
+329.7%
+2,175.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.5% | -6.4% | -1.9% |
| 7D | -3.9% | +15.0% | -18.9% | -6.3% |
| 30D | +11.7% | +3.5% | +8.2% | +10.3% |
| 3M | +4.5% | +2.7% | +1.8% | +2.7% |
| 6M | -13.9% | +44.7% | -58.6% | -22.2% |
| YTD | -48.2% | +143.3% | -191.5% | -57.6% |
| 1Y | -47.1% | +102.2% | -149.3% | -55.4% |
| 3Y | -32.5% | +156.1% | -188.6% | -48.2% |
| 5Y | -42.6% | -17.6% | -25.0% | -47.6% |
| 10Y | +235.3% | +29.0% | +206.3% | +136.4% |
| All | +2,505.2% | +329.7% | +2,175.5% | +429.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling