+14,280.4%
INTU vs BEN
+1,695.1%
+12,585.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.5% | -6.9% | -4.8% |
| 7D | -7.1% | +0.2% | -7.3% | -7.2% |
| 30D | +1.5% | -0.5% | +2.0% | +1.6% |
| 3M | +10.7% | +9.7% | +0.9% | +5.9% |
| 6M | -23.8% | +33.9% | -57.7% | -33.4% |
| YTD | -49.3% | +49.0% | -98.3% | -57.7% |
| 1Y | -49.7% | +42.1% | -91.8% | -57.3% |
| 3Y | -38.0% | +51.9% | -89.9% | -50.5% |
| 5Y | -38.7% | +39.0% | -77.8% | -49.5% |
| 10Y | +221.3% | +57.9% | +163.5% | +129.5% |
| All | +14,280.4% | +1,695.1% | +12,585.3% | +2,636.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling