+1,185.2%
INTU vs BIL
+30.4%
+1,154.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.7% |
| 7D | +0.1% | -0.3% | +0.4% | -0.6% |
| 30D | +15.4% | 0.0% | +15.4% | +15.4% |
| 3M | +6.6% | +0.3% | +6.3% | +7.4% |
| 6M | -11.3% | +1.2% | -12.6% | -8.6% |
| YTD | -47.7% | +2.5% | -50.2% | -44.5% |
| 1Y | -47.0% | +3.0% | -50.1% | -42.9% |
| 3Y | -29.9% | +13.2% | -43.1% | -4.6% |
| 5Y | -42.2% | +19.4% | -61.6% | -9.6% |
| 10Y | +251.7% | +25.2% | +226.5% | +537.0% |
| All | +1,185.2% | +30.4% | +1,154.8% | +1,864.5% |
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