-40.2%
INTU vs BBIO
+42.7%
-82.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +2.8% |
| 7D | -3.3% | -3.2% | -0.1% | -3.1% |
| 30D | -3.9% | -13.6% | +9.7% | -2.7% |
| 3M | +16.6% | +7.2% | +9.4% | +15.6% |
| 6M | -26.4% | +1.5% | -27.9% | -26.9% |
| YTD | -51.0% | -5.3% | -45.7% | -51.2% |
| 1Y | -50.8% | +37.7% | -88.5% | -52.9% |
| 3Y | -40.1% | +153.9% | -194.0% | -47.5% |
| All | -40.2% | +42.7% | -82.9% | -59.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling