+236.7%
INTU vs BBY
+288.1%
-51.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.2% |
| 7D | +0.1% | +4.5% | -4.4% | -1.5% |
| 30D | +10.1% | +16.8% | -6.7% | +4.5% |
| 3M | -4.2% | +23.2% | -27.4% | -10.9% |
| 6M | -7.2% | +91.9% | -99.2% | -25.7% |
| YTD | -47.7% | +61.6% | -109.3% | -55.9% |
| 1Y | -46.7% | +43.9% | -90.6% | -53.4% |
| 3Y | -34.1% | +88.6% | -122.7% | -50.7% |
| 5Y | -43.3% | -3.1% | -40.2% | -48.1% |
| All | +236.7% | +288.1% | -51.4% | +109.7% |
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