-45.2%
INTU vs BKR
+5.7%
-50.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.5% | +9.0% | +2.1% |
| 7D | +8.7% | -8.8% | +17.4% | +6.4% |
| 30D | +25.9% | -13.1% | +39.0% | +22.5% |
| 3M | +10.7% | -18.9% | +29.6% | +6.5% |
| 6M | -11.6% | -27.2% | +15.7% | -16.1% |
| YTD | -45.4% | +10.7% | -56.1% | -45.7% |
| 1Y | -45.2% | +9.7% | -54.9% | -46.5% |
| All | -45.2% | +5.7% | -50.9% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 1y: compounded portfolio wealth divided by compounded BKR 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…
1y analysis · Full analysis span regression · 6 months rolling