+217.8%
INTU vs BLK
+283.5%
-65.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.2% | +1.8% |
| 7D | -3.3% | -3.3% | 0.0% | -1.3% |
| 30D | -3.9% | -6.5% | +2.6% | +0.3% |
| 3M | +16.6% | +6.7% | +9.9% | +11.3% |
| 6M | -26.4% | +14.7% | -41.2% | -34.0% |
| YTD | -51.0% | +2.5% | -53.5% | -53.1% |
| 1Y | -50.8% | -2.8% | -48.0% | -51.4% |
| 3Y | -40.1% | +65.9% | -105.9% | -60.1% |
| 5Y | -41.2% | +33.0% | -74.2% | -55.0% |
| All | +217.8% | +283.5% | -65.7% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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