+235.3%
INTU vs BEN
+70.4%
+164.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.3% | -7.3% | -3.5% |
| 7D | -3.9% | +12.2% | -16.1% | -8.5% |
| 30D | +11.7% | +12.1% | -0.4% | +6.4% |
| 3M | +4.5% | +7.3% | -2.8% | +1.1% |
| 6M | -13.9% | +17.9% | -31.8% | -20.3% |
| YTD | -48.2% | +55.4% | -103.7% | -57.6% |
| 1Y | -47.1% | +69.3% | -116.5% | -58.3% |
| 3Y | -32.5% | +82.8% | -115.3% | -50.4% |
| 5Y | -42.6% | +28.8% | -71.3% | -51.9% |
| 10Y | +235.3% | +53.9% | +181.4% | +130.6% |
| All | +235.3% | +70.4% | +164.8% | +130.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling