+217.8%
INTU vs BBY
+252.7%
-34.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.1% | -0.3% | +1.8% |
| 7D | -3.3% | +0.6% | -3.9% | -3.5% |
| 30D | -3.9% | +9.4% | -13.3% | -6.8% |
| 3M | +16.6% | +19.3% | -2.7% | +9.9% |
| 6M | -26.4% | +47.9% | -74.4% | -35.8% |
| YTD | -51.0% | +39.6% | -90.6% | -56.5% |
| 1Y | -50.8% | +22.2% | -73.0% | -54.6% |
| 3Y | -40.1% | +45.0% | -85.0% | -50.7% |
| 5Y | -41.2% | +2.6% | -43.8% | -47.1% |
| All | +217.8% | +252.7% | -34.9% | +107.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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