-42.8%
INTU vs BBY
-1.6%
-41.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.4% | -0.4% |
| 7D | -9.2% | +0.7% | -9.8% | -9.4% |
| 30D | -7.0% | +5.8% | -12.8% | -8.8% |
| 3M | +10.5% | +18.0% | -7.5% | +4.6% |
| 6M | -30.6% | +39.8% | -70.4% | -38.1% |
| YTD | -52.3% | +35.4% | -87.7% | -57.2% |
| 1Y | -51.8% | +21.4% | -73.2% | -55.4% |
| 3Y | -41.8% | +39.5% | -81.4% | -52.5% |
| 5Y | -42.8% | -0.5% | -42.3% | -51.5% |
| All | -42.8% | -1.6% | -41.2% | -51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling