-46.7%
INTU vs BG
+8.3%
-55.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.2% | +0.8% |
| 7D | +0.1% | +2.6% | -2.5% | +0.5% |
| 30D | +10.1% | -6.7% | +16.7% | +8.6% |
| 3M | -4.2% | -9.3% | +5.1% | -5.8% |
| 6M | -7.2% | -18.3% | +11.1% | -11.2% |
| YTD | -47.7% | +16.2% | -63.9% | -44.8% |
| 1Y | -46.7% | +7.6% | -54.3% | -42.5% |
| All | -46.7% | +8.3% | -55.0% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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