+235.3%
INTU vs BBWI
-41.3%
+276.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.8% | -1.3% |
| 7D | -3.9% | -6.2% | +2.2% | -2.9% |
| 30D | +11.7% | +25.5% | -13.8% | +7.3% |
| 3M | +4.5% | +8.0% | -3.5% | +2.6% |
| 6M | -13.9% | +12.7% | -26.6% | -16.7% |
| YTD | -48.2% | +11.6% | -59.9% | -50.3% |
| 1Y | -47.1% | -0.9% | -46.2% | -48.7% |
| 3Y | -32.5% | -22.7% | -9.8% | -34.2% |
| 5Y | -42.6% | -67.2% | +24.6% | -36.5% |
| 10Y | +235.3% | -43.7% | +279.0% | +177.5% |
| All | +235.3% | -41.3% | +276.6% | +177.5% |
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