-45.2%
INTU vs BN
-3.9%
-41.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.1% | -2.6% | +1.6% |
| 7D | +8.7% | +12.0% | -3.3% | +5.0% |
| 30D | +25.9% | +17.0% | +8.8% | +20.2% |
| 3M | +10.7% | -3.2% | +14.0% | +10.4% |
| 6M | -11.6% | -3.9% | -7.7% | -12.1% |
| YTD | -45.4% | -5.6% | -39.8% | -44.6% |
| 1Y | -45.2% | -4.7% | -40.5% | -44.8% |
| All | -45.2% | -3.9% | -41.3% | -44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 1y: compounded portfolio wealth divided by compounded BN 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…
1y analysis · Full analysis span regression · 6 months rolling