-45.2%
INTU vs BEN
+56.2%
-101.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.7% | -1.2% | +2.7% |
| 7D | +8.7% | +6.7% | +1.9% | +7.5% |
| 30D | +25.9% | +3.0% | +22.9% | +25.0% |
| 3M | +10.7% | -4.3% | +15.1% | +11.1% |
| 6M | -11.6% | +16.4% | -27.9% | -15.6% |
| YTD | -45.4% | +46.8% | -92.2% | -52.2% |
| 1Y | -45.2% | +57.3% | -102.6% | -53.4% |
| All | -45.2% | +56.2% | -101.5% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling