-41.7%
INTU vs BLDR
+16.0%
-57.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.9% | +0.7% | -3.0% |
| 7D | -7.5% | -0.3% | -7.2% | -7.5% |
| 30D | -1.9% | -16.2% | +14.3% | +1.9% |
| 3M | +4.9% | -14.4% | +19.3% | +7.4% |
| 6M | -33.2% | -32.8% | -0.4% | -28.0% |
| YTD | -51.4% | -39.2% | -12.2% | -46.9% |
| 1Y | -52.0% | -57.7% | +5.7% | -42.0% |
| 3Y | -40.7% | -55.3% | +14.6% | -36.2% |
| 5Y | -41.7% | +15.6% | -57.3% | -60.5% |
| All | -41.7% | +16.0% | -57.7% | -60.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling