+14,280.4%
INTU vs BHP
+5,050.6%
+9,229.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.0% | -3.3% |
| 7D | -7.1% | -2.9% | -4.2% | -6.3% |
| 30D | +1.5% | +3.4% | -1.9% | +0.4% |
| 3M | +10.7% | +4.1% | +6.6% | +8.6% |
| 6M | -23.8% | +20.6% | -44.4% | -29.1% |
| YTD | -49.3% | +56.1% | -105.4% | -56.6% |
| 1Y | -49.7% | +69.6% | -119.3% | -58.0% |
| 3Y | -38.0% | +78.8% | -116.8% | -49.9% |
| 5Y | -38.7% | +113.1% | -151.8% | -53.9% |
| 10Y | +221.3% | +505.9% | -284.5% | +74.1% |
| All | +14,280.4% | +5,050.6% | +9,229.8% | +3,897.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling