+14,738.3%
INTU vs BHP
+4,428.0%
+10,310.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.8% |
| 7D | +0.1% | -0.5% | +0.6% | +0.1% |
| 30D | +10.1% | -4.5% | +14.6% | +11.1% |
| 3M | -4.2% | -6.9% | +2.7% | -2.8% |
| 6M | -7.2% | -10.6% | +3.3% | -5.8% |
| YTD | -47.7% | +37.2% | -84.9% | -53.8% |
| 1Y | -46.7% | +48.0% | -94.7% | -54.0% |
| 3Y | -34.1% | +52.6% | -86.6% | -44.5% |
| 5Y | -43.3% | +116.5% | -159.7% | -57.8% |
| 10Y | +232.6% | +334.9% | -102.3% | +96.4% |
| All | +14,738.3% | +4,428.0% | +10,310.3% | +4,150.4% |
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