+236.7%
INTU vs BLDR
+479.0%
-242.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.2% |
| 7D | +0.1% | -3.0% | +3.0% | +0.6% |
| 30D | +10.1% | +20.1% | -10.0% | +5.2% |
| 3M | -4.2% | -17.5% | +13.3% | -0.5% |
| 6M | -7.2% | -16.1% | +8.9% | -5.4% |
| YTD | -47.7% | -41.0% | -6.7% | -42.9% |
| 1Y | -46.7% | -41.6% | -5.1% | -41.8% |
| 3Y | -34.1% | -50.8% | +16.8% | -29.4% |
| 5Y | -43.3% | -10.8% | -32.5% | -50.2% |
| All | +236.7% | +479.0% | -242.3% | +87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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