+211.1%
INTU vs BBWI
-56.0%
+267.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.0% | -3.6% |
| 7D | -7.5% | +1.6% | -9.1% | -7.8% |
| 30D | -1.9% | -6.2% | +4.3% | -1.0% |
| 3M | +4.9% | +4.3% | +0.5% | +3.5% |
| 6M | -33.2% | -7.2% | -26.1% | -33.3% |
| YTD | -51.4% | -3.0% | -48.4% | -52.1% |
| 1Y | -52.0% | -30.8% | -21.2% | -50.1% |
| 3Y | -40.7% | -43.4% | +2.7% | -38.6% |
| 5Y | -41.7% | -66.7% | +25.0% | -35.4% |
| 10Y | +211.1% | -55.7% | +266.8% | +176.0% |
| All | +211.1% | -56.0% | +267.1% | +176.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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