+2,530.4%
INTU vs BB
+307.3%
+2,223.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.4% | -8.2% | -4.5% |
| 7D | +0.1% | +3.8% | -3.7% | -0.6% |
| 30D | +15.4% | -0.3% | +15.8% | +14.7% |
| 3M | +6.6% | -0.5% | +7.0% | +5.3% |
| 6M | -11.3% | +45.9% | -57.2% | -20.0% |
| YTD | -47.7% | +130.6% | -178.3% | -56.8% |
| 1Y | -47.0% | +89.2% | -136.2% | -54.8% |
| 3Y | -29.9% | +137.5% | -167.4% | -45.5% |
| 5Y | -42.2% | -20.9% | -21.3% | -46.9% |
| 10Y | +251.7% | +25.4% | +226.3% | +149.2% |
| All | +2,530.4% | +307.3% | +2,223.1% | +439.9% |
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