-29.9%
INTU vs BEN
+63.5%
-93.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.7% | -8.5% | -4.9% |
| 7D | +0.1% | +6.6% | -6.5% | -1.5% |
| 30D | +15.4% | +3.8% | +11.6% | +14.2% |
| 3M | +6.6% | +0.2% | +6.4% | +6.3% |
| 6M | -11.3% | +10.4% | -21.8% | -14.2% |
| YTD | -47.7% | +46.2% | -93.9% | -53.6% |
| 1Y | -47.0% | +52.3% | -99.3% | -53.6% |
| 3Y | -29.9% | +65.9% | -95.9% | -42.4% |
| All | -29.9% | +63.5% | -93.5% | -42.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling