-11.6%
INTU vs BBAI
-76.8%
+65.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.3% | +6.0% | +0.7% |
| 7D | -1.2% | -8.3% | +7.1% | -1.1% |
| 30D | +12.4% | -2.9% | +15.4% | +12.4% |
| 3M | +2.3% | -28.2% | +30.4% | +2.7% |
| 6M | -13.3% | -44.5% | +31.2% | -12.6% |
| YTD | -47.9% | -57.0% | +9.2% | -47.4% |
| 1Y | -47.2% | -59.4% | +12.2% | -46.6% |
| 3Y | -33.9% | +48.7% | -82.6% | -34.8% |
| 5Y | -41.3% | -76.8% | +35.4% | -39.1% |
| All | -11.6% | -76.8% | +65.2% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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