+31.3%
INTU vs BBIO
+136.7%
-105.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +2.8% |
| 7D | -3.3% | -3.2% | -0.1% | -3.0% |
| 30D | -3.9% | -13.6% | +9.7% | -2.5% |
| 3M | +16.6% | +7.2% | +9.4% | +15.5% |
| 6M | -26.4% | +1.5% | -27.9% | -27.0% |
| YTD | -51.0% | -5.3% | -45.7% | -51.3% |
| 1Y | -50.8% | +37.7% | -88.5% | -53.2% |
| 3Y | -40.1% | +153.9% | -194.0% | -48.2% |
| 5Y | -41.2% | +43.9% | -85.1% | -56.1% |
| All | +31.3% | +136.7% | -105.3% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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