+2,393.9%
INTU vs BLK
+13,188.7%
-10,794.8%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.9% | -2.2% | -3.4% |
| 7D | -7.5% | -2.4% | -5.1% | -6.6% |
| 30D | -1.9% | -3.1% | +1.2% | -0.6% |
| 3M | +4.9% | +10.7% | -5.8% | +0.2% |
| 6M | -33.2% | +15.9% | -49.1% | -37.9% |
| YTD | -51.4% | +4.0% | -55.4% | -52.9% |
| 1Y | -52.0% | +1.3% | -53.2% | -53.1% |
| 3Y | -40.7% | +69.6% | -110.3% | -53.7% |
| 5Y | -41.7% | +33.8% | -75.5% | -49.5% |
| 10Y | +211.1% | +276.2% | -65.0% | +81.4% |
| All | +2,393.9% | +13,188.7% | -10,794.8% | +401.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling