+1,628.1%
INTU vs BLDR
+392.3%
+1,235.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.6% | +5.3% | +1.3% |
| 7D | -1.2% | -1.1% | -0.2% | -1.2% |
| 30D | +12.4% | +19.1% | -6.6% | +9.3% |
| 3M | +2.3% | -12.6% | +14.8% | +4.0% |
| 6M | -13.3% | -18.7% | +5.4% | -11.7% |
| YTD | -47.9% | -38.8% | -9.0% | -45.1% |
| 1Y | -47.2% | -41.2% | -5.9% | -44.1% |
| 3Y | -33.9% | -49.4% | +15.5% | -30.4% |
| 5Y | -41.3% | -6.0% | -35.4% | -44.3% |
| 10Y | +237.9% | +523.1% | -285.2% | +135.3% |
| All | +1,628.1% | +392.3% | +1,235.8% | +862.9% |
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