-34.1%
INTU vs BBWI
-24.0%
-10.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.0% | +0.3% |
| 7D | +0.1% | +0.1% | -0.1% | 0.0% |
| 30D | +10.1% | +12.9% | -2.8% | +8.5% |
| 3M | -4.2% | +16.0% | -20.2% | -6.0% |
| 6M | -7.2% | +16.6% | -23.9% | -9.4% |
| YTD | -47.7% | +9.7% | -57.4% | -48.9% |
| 1Y | -46.7% | +1.5% | -48.2% | -47.5% |
| 3Y | -34.1% | -21.4% | -12.7% | -32.5% |
| All | -34.1% | -24.0% | -10.1% | -32.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling