+209.1%
INTU vs BKR
+126.6%
+82.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.7% | +6.3% | +1.0% |
| 7D | -9.2% | -6.7% | -2.5% | -7.9% |
| 30D | -7.0% | -8.3% | +1.3% | -5.4% |
| 3M | +10.5% | -5.4% | +15.9% | +11.4% |
| 6M | -30.6% | +0.8% | -31.4% | -31.4% |
| YTD | -52.3% | +31.8% | -84.2% | -56.0% |
| 1Y | -51.8% | +28.6% | -80.4% | -55.4% |
| 3Y | -41.8% | +71.2% | -113.1% | -50.5% |
| 5Y | -42.8% | +179.2% | -222.1% | -58.1% |
| All | +209.1% | +126.6% | +82.5% | +83.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling