+243.1%
INTU vs BIL
+25.2%
+217.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.7% |
| 7D | +0.1% | -0.3% | +0.4% | +0.1% |
| 30D | +15.4% | 0.0% | +15.4% | +15.0% |
| 3M | +6.6% | +0.3% | +6.3% | +5.0% |
| 6M | -11.3% | +1.2% | -12.6% | -14.5% |
| YTD | -47.7% | +2.5% | -50.2% | -50.5% |
| 1Y | -47.0% | +3.0% | -50.1% | -50.2% |
| 3Y | -29.9% | +13.2% | -43.1% | -48.2% |
| 5Y | -42.2% | +19.4% | -61.6% | -66.8% |
| All | +243.1% | +25.2% | +217.9% | +104.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling