-40.7%
INTU vs BHP
+87.4%
-128.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.9% | -4.2% |
| 7D | -7.5% | +1.3% | -8.8% | -7.6% |
| 30D | -1.9% | +4.0% | -5.9% | -2.1% |
| 3M | +4.9% | +12.3% | -7.4% | +4.3% |
| 6M | -33.2% | +30.8% | -64.0% | -35.1% |
| YTD | -51.4% | +58.8% | -110.2% | -55.3% |
| 1Y | -52.0% | +76.8% | -128.8% | -57.3% |
| 3Y | -40.7% | +87.5% | -128.1% | -51.6% |
| All | -40.7% | +87.4% | -128.1% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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