+211.0%
INTU vs BLDR
+357.1%
-146.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -1.1% |
| 7D | -8.5% | -2.7% | -5.8% | -7.9% |
| 30D | -6.1% | -14.7% | +8.6% | -2.8% |
| 3M | +7.3% | -20.8% | +28.2% | +12.2% |
| 6M | -33.2% | -35.3% | +2.1% | -27.6% |
| YTD | -52.2% | -40.3% | -11.8% | -47.7% |
| 1Y | -52.7% | -56.3% | +3.6% | -44.3% |
| 3Y | -41.6% | -56.1% | +14.5% | -35.3% |
| 5Y | -42.6% | +12.9% | -55.6% | -52.1% |
| 10Y | +211.0% | +386.5% | -175.4% | +77.3% |
| All | +211.0% | +357.1% | -146.1% | +77.3% |
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