+1,633.5%
INTU vs BLDR
+389.2%
+1,244.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.5% | +0.8% | -3.1% |
| 7D | +0.1% | -3.7% | +3.8% | +0.6% |
| 30D | +15.4% | +16.8% | -1.4% | +12.6% |
| 3M | +6.6% | -13.7% | +20.3% | +8.6% |
| 6M | -11.3% | -21.9% | +10.5% | -9.1% |
| YTD | -47.7% | -39.2% | -8.5% | -44.9% |
| 1Y | -47.0% | -42.6% | -4.4% | -43.7% |
| 3Y | -29.9% | -50.2% | +20.3% | -26.0% |
| 5Y | -42.2% | -7.0% | -35.2% | -45.0% |
| 10Y | +251.7% | +584.2% | -332.6% | +142.2% |
| All | +1,633.5% | +389.2% | +1,244.2% | +867.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling