+233.5%
INTU vs BIL
+25.6%
+207.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -3.9% | +0.1% | -4.0% | -4.0% |
| 30D | +12.0% | 0.0% | +12.0% | +11.5% |
| 3M | +2.3% | +0.6% | +1.7% | +0.1% |
| 6M | -12.1% | +1.5% | -13.6% | -16.0% |
| YTD | -47.5% | +2.8% | -50.3% | -50.9% |
| 1Y | -46.9% | +3.3% | -50.2% | -50.8% |
| 3Y | -33.5% | +13.4% | -46.9% | -52.6% |
| 5Y | -41.2% | +19.8% | -61.1% | -68.3% |
| 10Y | +233.5% | +25.7% | +207.8% | +78.9% |
| All | +233.5% | +25.6% | +207.9% | +78.9% |
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