+1,181.2%
INTU vs BIL
+30.8%
+1,150.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.6% | +0.7% |
| 7D | -1.2% | +0.1% | -1.3% | -1.0% |
| 30D | +12.4% | 0.0% | +12.5% | +12.4% |
| 3M | +2.3% | +0.6% | +1.7% | +3.8% |
| 6M | -13.3% | +1.5% | -14.8% | -10.1% |
| YTD | -47.9% | +2.8% | -50.7% | -44.2% |
| 1Y | -47.2% | +3.3% | -50.5% | -42.7% |
| 3Y | -33.9% | +13.4% | -47.3% | -9.5% |
| 5Y | -41.3% | +19.8% | -61.2% | -7.5% |
| 10Y | +237.9% | +25.7% | +212.2% | +517.8% |
| All | +1,181.2% | +30.8% | +1,150.4% | +1,874.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling