+235.2%
INTU vs BBWI
-48.2%
+283.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | -0.2% |
| 7D | -4.1% | -4.5% | +0.4% | -3.3% |
| 30D | +12.8% | +17.1% | -4.3% | +9.7% |
| 3M | +2.1% | +17.5% | -15.4% | -1.2% |
| 6M | -11.5% | +12.8% | -24.3% | -14.4% |
| YTD | -47.9% | +8.2% | -56.1% | -49.8% |
| 1Y | -47.7% | -1.8% | -45.9% | -49.1% |
| 3Y | -34.0% | -25.8% | -8.2% | -35.1% |
| 5Y | -43.5% | -68.0% | +24.5% | -37.3% |
| All | +235.2% | -48.2% | +283.4% | +184.2% |
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