+13,469.6%
INTU vs BKR
+589.4%
+12,880.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.1% | -1.5% |
| 7D | -8.5% | -1.5% | -6.9% | -8.2% |
| 30D | -6.1% | -0.7% | -5.5% | -6.1% |
| 3M | +7.3% | +0.5% | +6.8% | +6.9% |
| 6M | -33.2% | +6.6% | -39.9% | -34.6% |
| YTD | -52.2% | +41.3% | -93.4% | -55.9% |
| 1Y | -52.7% | +42.2% | -94.9% | -56.6% |
| 3Y | -41.6% | +83.4% | -125.1% | -49.8% |
| 5Y | -42.6% | +203.6% | -246.3% | -56.5% |
| 10Y | +211.0% | +139.9% | +71.1% | +127.4% |
| All | +13,469.6% | +589.4% | +12,880.1% | +7,522.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling