-52.7%
INTU vs BEN
+45.3%
-98.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | 0.0% | -1.3% |
| 7D | -8.5% | +3.4% | -11.8% | -8.9% |
| 30D | -6.1% | +1.8% | -7.9% | -6.4% |
| 3M | +7.3% | +8.4% | -1.0% | +5.3% |
| 6M | -33.2% | +35.6% | -68.9% | -39.3% |
| YTD | -52.2% | +46.4% | -98.5% | -57.6% |
| 1Y | -52.7% | +46.3% | -99.0% | -58.7% |
| All | -52.7% | +45.3% | -98.0% | -58.7% |
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