-38.4%
INTU vs BEN
+39.3%
-77.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.5% | -6.9% | -5.0% |
| 7D | -7.1% | +0.2% | -7.3% | -7.3% |
| 30D | +1.5% | -0.5% | +2.0% | +1.6% |
| 3M | +10.7% | +9.7% | +0.9% | +5.2% |
| 6M | -23.8% | +33.9% | -57.7% | -34.8% |
| YTD | -49.3% | +49.0% | -98.3% | -59.0% |
| 1Y | -49.7% | +42.1% | -91.8% | -58.5% |
| 3Y | -38.0% | +51.9% | -89.9% | -52.7% |
| All | -38.4% | +39.3% | -77.7% | -52.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling